DP
ChFC
DP
ChFC

Dennis Peatrowsky

2 Years of Experience
Omaha, NE

Dennis Peatrowsky is a ChFC-designated registered investment advisor at Virtue Wealth Counsel, LLC, based in Omaha, NE, with 2 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 120 clients with $24M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
120 clients
Average Client Portfolio
$198K average
Assets Under Management
$23.8M

Fee Structure

Minimum Investment:$100K

Virtue Wealth Counsel charges up to 1.70% annually on your portfolio. The exact fee may be lower depending on the type and size of assets, and the number of advisors reviewing the account. Fees are billed monthly in advance. The fees are negotiable. There is a minimum of $100,000 to open and maintain an advisory account, but this may be waived.

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Location

16924 Frances Street, Suite 206, Omaha, NE, 68130

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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
Virtue Wealth Counsel, LLC
February 2024 - Present · 2 yrs 2 mos
State Registrations1 state
NE
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.
Dennis Peatrowsky - Financial Advisor | TrueAdvisor