PS
CFA
PS
CFA

Peter Simasek

2 Years of Experience
Peachtree Corners, GA

Peter Simasek is a CFA-designated registered investment advisor at Core Alternative Capital, LLC, based in Peachtree Corners, GA, with 2 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 clients with $440M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$219.0M average
Assets Under Management
$438.0M

Fee Structure

Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%

Fees are negotiated on a case-by-case basis. The Core Alternative ETF pays Core Alternative Capital an advisory fee at an annualized rate of 1.05%.

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

3930 East Jones Bridge Road, Suite 380, Peachtree Corners, GA, 30092

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Core Alternative Capital, LLC
February 2024 - Present · 2 yrs 2 mos
State Registrations2 states
GATX
Advisor

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 Simasek - Financial Advisor | TrueAdvisor