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Peter Mendler

38 Years of Experience
Farmington, MI
1 DisclosureBrokerSells Insurance

Peter Mendler is a registered investment advisor at Raider Dennis Agency, based in Farmington, MI, with 38 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. Their firm serves 165 clients with $55M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
165 clients
Average Client Portfolio
$335K average
Assets Under Management
$55.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.25%
$2M+0.90%

Fees may be negotiable based upon certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

32770 Grand River Ave, Suite B200, Farmington, MI, 48336

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History

Regulatory History (1)
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.
Customer Dispute
February 2011
Denied
Other Business ActivitiesSells Insurance

Peter is the Vice President and co-owner of Raider Dennis Agency, where he handles insurance sales, investments, and management, dedicating full-time hours to this role. He is also a part-owner and investment advisor representative for the same agency's RIA, spending full-time hours in this capacity as well.

Employment History
Current Registrations
Raider Dennis Agency
July 2021 - Present · 4 yrs 9 mos
Madison Avenue Securities, LLCBroker
April 2019 - Present · 7 yrs
Previous Registrations
Ae Wealth Management, LLC
April 2019 - August 2021 · 2 yrs 4 mos
Global Financial Private Capital, LLC
November 2014 - April 2019 · 4 yrs 5 mos
G.F. Investment Services, LLCBroker
November 2014 - April 2019 · 4 yrs 5 mos
NFP Advisor Services, LLC
September 2014 - November 2014 · 2 mos
NFP Advisor Services, LLCBroker
November 2004 - November 2014 · 10 yrs
Great American Advisors, INC.Broker
July 2002 - November 2004 · 2 yrs 4 mos
Jefferson Pilot Securities CorporationBroker
April 2000 - July 2002 · 2 yrs 3 mos
Nylife Securities INC.Broker
February 1999 - December 1999 · 10 mos
Integrated Resources Equity CorporationBroker
November 1989 - December 1989 · 1 mo
Royal Alliance Associates, INC.Broker
November 1989 - February 1999 · 9 yrs 3 mos
Integrated Resources Equity CorporationBroker
September 1987 - November 1989 · 2 yrs 2 mos
State Registrations11 states
AZCAFLIDILMIMOOHORPAVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Peter Mendler - Financial Advisor | TrueAdvisor