Peter Vick is a registered investment advisor at Monere Wealth Management, INC., based in Schaumburg, IL, with 40 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 500 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum fee is 3.00%. All fees are negotiable. Minimum household portfolio value of $50,000 ($25,000 for Mutual funds and ETFs) and a minimum quarterly fee of $250.
Fee Estimator
Location
20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2012Customer Dispute
January 1989Employment History
Current Registrations
Monere Wealth Management, INC.
Monere Investments, INC.Broker
Previous Registrations
David A. Noyes & Company
David A. Noyes & CompanyBroker
M B Vick & CompanyBroker
State Registrations23 states
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.