Santori & Peters

Santori & Peters, Inc., operating as Santori & Peters, is a registered investment adviser based in Monroeville, PA, established in 1985. The firm offers personalized investment advisory services, including Total Asset Management, Pension and Qualified Retirement Planning, Personal Financial Planning, and Personal Financial Consultation. Clients participating in the Total Asset Management program receive personalized asset allocation recommendations and ongoing portfolio monitoring. The firm may recommend third-party investment advisers for certain services, with separate fees. Santori & Peters charges a percentage-based fee for portfolio management services, ranging from 0.125% to 1.00% annually, based on assets under management. Clients can grant discretionary authority for account management, allowing the firm to make investment decisions without prior approval. The firm does not accept performance-based fees or engage in side-by-side management. Santori & Peters primarily advises on mutual funds and ETFs, with additional investment options available based on client goals. The firm does not have any reportable disciplinary information and does not receive compensation for client referrals. Clients' assets are held with independent custodians, and the firm exercises limited custody over funds. Santori & Peters does not vote proxies on behalf of clients and does not have any material financial interest in client transactions. The firm's privacy policy ensures the protection of clients' personal information. Santori & Peters does not provide financial information to clients and does not require prepayment of fees. Clients may terminate agreements with the firm at any time.