PB
CFA
PB
CFA

Peter James Brunton

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,778 clients
Average Client Portfolio
$745K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829

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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
Strategic Wealth Partners, LTD.
November 2017 - Present · 8 yrs 3 mos
State Registrations5 states
CAMANYOHTX
Advisor
Exams
No exam information available for this advisor.