Peter Wailes is a registered investment advisor at Moneybyrd INC., based in Brooklyn, NY, with 2 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fee is non-negotiable. Financial literacy training is generally free for program participants but MoneyByrd may charge program sponsors for access.
Fee Estimator
Location
276 Greenpoint Avenue, Building 8 - 2nd Floor, Office #Cw20, Brooklyn, NY, 11222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Moneybyrd INC.
State Registrations1 state
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