Peter Tortorici is a registered investment advisor at Westend Advisors, LLC, based in Charlotte, NC, with 21 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4,149 clients with $1.9B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees and terms are negotiable.
Fee Estimator
Location
1001 Morehead Square Drive, Suite 600, Charlotte, NC, 28203
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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 Activities
Peter is listed as the manager of Amare GP, LLC, created in 2019 to own private investments. He devotes minimal time to this business, with his accountant handling tax returns.
Employment History
Current Registrations
Westend Advisors, LLC
Victory Capital Services, INC.Broker
Victory Capital Services, INC.
Previous Registrations
Janney Montgomery Scott LLCBroker
UBS Financial Services INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Blackrock Financial Management, INC
Blackrock Investments, INC.Broker
State Registrations52 states
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