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Peter Hemwall

14 Years of Experience
Evanston, IL
Broker

Peter Hemwall is a registered investment advisor at Romano Wealth Management, based in Evanston, IL, with 14 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 969 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
969 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.5B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1.0M - $5.0M0.65%
$5M+0.60%

Passively managed accounts are charged 0.75% on all assets. Actively managed accounts have a tiered fee schedule.

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

1560 Sherman Avenue, Suite 1300, Evanston, IL, 60201

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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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Other Business Activities

Peter will be teaching an Investment Fundamentals course at New Trier Extension. Time spent on the class and preparation will be outside of market and business hours.

Employment History
Current Registrations
Romano Wealth Management
September 2014 - Present · 11 yrs 7 mos
Romano Brothers and CompanyBroker
September 2014 - Present · 11 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - September 2014 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - September 2014 · 2 yrs 11 mos
State Registrations33 states
ALCACOCTDCFLGAIAILINKYMAMDMIMNMOMTNCNHNJNMNYOHORRISCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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.