Peter Joseph Glowacki

Tcfg Investment Advisors, LLC

42 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Tcfg Investment Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

2,344 clients

Average Client Portfolio

$245K average

Assets Under Management

$575.1M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

Brookfield, WI

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

November 2024

Final

Employment Separation After Allegations

February 2023

View Full SEC Report How to Read Disclosures

Other 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.