Peter Vitale
Peter Vitale is a registered investment advisor at Frisch Financial Group, INC., based in Melville, NY, with 28 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 546 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frisch Financial charges an annual investment advisory fee that can be up to 2.0% of the total assets they manage or advise on. The fee is based on factors like the amount of assets, complexity, and the scope of services. There is a minimum quarterly fee of $2,500. Fees are typically deducted from the client's custodial account.
Location
445 Broad Hollow Road, Suite 215, Melville, NY, 11747
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Regulatory History (1)
Customer Dispute
January 2007Employment History
Current Registrations
Frisch Financial Group, INC.
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Barron Chase Securities, INC.Broker
Royce Investment Group, INC.Broker
Foster Jeffries Securities CORP.Broker
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.