Peter Glowacki
Peter Glowacki is a registered investment advisor at Tcfg Investment Advisors, LLC, based in Brookfield, WI, with 42 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,344 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
Brookfield, WI
Get directionsHistory
Regulatory History (2)
Regulatory
November 2024Employment Separation After Allegations
February 2023Other Business ActivitiesSells Insurance
Peter is an investment advisor at TCFG Investment Advisors, LLC and works full-time during trading hours. He also works full-time during trading hours at TCFG Insurance Solutions LLC, selling variable and fixed insurance, and jointly owns rental property with a sibling.
Employment History
Current Registrations
Tcfg Investment Advisors, LLC
Previous Registrations
Tcfg Wealth Management, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Dain Rauscher IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.