Santori & Peters's Form ADV discloses 1.00% on the first $1 million, 0.90% on the next $1 million, 0.80% on the next $2 million, 0.70% on the next $3 million, 0.60% on the next $3 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #105978), Santori & Peters is subject to fiduciary duty under federal law.
Santori & Peters is headquartered in CANONSBURG, PA.
Santori & Peters serves 71 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, Santori & Peters offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Santori & Peters manages $433 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, Santori & Peters serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓