Peter Aloisi is a CFA-designated registered investment advisor at A&m Private Wealth Partners, LLC, based in New York, NY, with 7 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, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 12 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A&M Private Wealth Partners' investment and wealth management fees are based on the amount of assets they manage, including assets bought on margin and cash. The maximum annual advisory fee is generally 1% of the assets under management. Fees can be tiered and based on aggregated client assets. Fees for third-party asset managers are separate and in addition to A&M Private Wealth Partners' fees.
Location
350 Fifth Avenue, The Empire State Building, Suite 5240, New York, NY, 10118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
A&m Private Wealth Partners, LLC
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Banc of America Securities LLCBroker
State Registrations1 state
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