Peter E. Shimkus is a registered investment advisor who provides investment advice to individuals and families. He helps clients with brokerage accounts, IRAs, trusts, estates, and businesses. He determines the appropriate asset allocation strategy based on the client's financial objectives and chooses investments accordingly. Client portfolios are tailored to each client's circumstances and needs.
Assets Under Management$24M
Clients32
Advisors1
Avg. per Client$740K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on the size and complexity of the client’s account. Fee ranges from 0.40% to 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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