Peter Gottlieb
Peter Gottlieb is a registered investment advisor at North Star Investment Management Corporation, based in Chicago, IL, with 36 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 2,548 clients with $2.3B 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 $500K | 2.00% |
| $500K+ | 1.50% |
Schedule shown is for balanced and equity portfolios. Fixed income portfolios are charged at a lower rate. Fees may be negotiable.
Fee Estimator
Location
20 N. Wacker Drive, Suite 1416, Chicago, IL, 60606-2902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is the CEO of North Star Financial Services, a holding company for an RIA, and 50% owner of Kuby Gottlieb Investments. He is also a director at North Star Benefits LLC (insurance) and president of North Star Family Office, dedicating about 10-20% of his time to each of the first and last roles and minimal time to the others.
Employment History
Current Registrations
North Star Investment Management Corporation
Previous Registrations
Mid Atlantic Capital CorporationBroker
North Star Investment Services, INC.Broker
North Star Investment Services
Fa Asset Management INC.
First Albany CorporationBroker
Oppenheimer & CO., INC.Broker
Rodman & Renshaw INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations2 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.