Peter Jankovskis
Advisor at Arbor Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Arbor Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Downers Grove, IL 60515
Credentials
CFA®
Industry experience
4 years
Peter Jankovskis is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Arbor Financial Services, LLC since 2021. He previously worked at Oakbrook Investments, LLC for 12 years. Arbor Financial Services provides discretionary portfolio management and limited financial planning primarily to individuals, including high-net-worth clients, as well as trusts and estates. The firm uses proprietary model portfolios and a combination of analytical methods to manage client assets, typically on a discretionary basis.
Based on Arbor Financial Services, LLC
Fixed fees from $500 to $5,000 for financial planning/consulting services
$0 - $500,000: 3.00% (Equity & Balanced Wrap Fee Program) $500,001 - $1,000,000: 2.50% (Equity & Balanced Wrap Fee Program) $1,000,001 - $2,000,000: 2.00% (Equity & Balanced Wrap Fee Program) $2,000,001+: 1.60% (Equity & Balanced Wrap Fee Program) $0 - $500,000: 1.50% (Fixed Income Wrap Fee Program) $500,001 - $1,000,000: 1.25% (Fixed Income Wrap Fee Program) $1,000,001 - $2,000,000: 1.00% (Fixed Income Wrap Fee Program) $2,000,001+: 0.75% (Fixed Income Wrap Fee Program) $0 - $500,000: 1.50% (Mutual Fund Allocation Wrap Fee Program) $500,001 - $1,000,000: 1.25% (Mutual Fund Allocation Wrap Fee Program) $1,000,001 - $2,000,000: 1.00% (Mutual Fund Allocation Wrap Fee Program) $2,000,001+: 0.75% (Mutual Fund Allocation Wrap Fee Program) $0 - $500,000: 2.00% (Equity & Balanced Non-Wrap Fee) $500,001 - $1,000,000: 1.50% (Equity & Balanced Non-Wrap Fee) $1,000,001 - $2,000,000: 1.00% (Equity & Balanced Non-Wrap Fee) $2,000,001+: 0.75% (Equity & Balanced Non-Wrap Fee) $0 - $500,000: 1.25% (Fixed Income Non-Wrap Fee) $500,001 - $1,000,000: 1.00% (Fixed Income Non-Wrap Fee) $1,000,001 - $2,000,000: 0.85% (Fixed Income Non-Wrap Fee) $2,000,001+: 0.75% (Fixed Income Non-Wrap Fee) $0 - $500,000: 1.25% (Mutual Fund Allocation Non-Wrap Fee) $500,001 - $1,000,000: 1.00% (Mutual Fund Allocation Non-Wrap Fee) $1,000,001 - $2,000,000: 0.85% (Mutual Fund Allocation Non-Wrap Fee) $2,000,001+: 0.75% (Mutual Fund Allocation Non-Wrap Fee)
$100 to $500 per hour for financial planning/consulting services
Fee-only: Fixed fees range from $500 to $5,000; hourly fees range from $100 to $500 for financial planning/consulting services
2001 Butterfield Road, Suite 500
Downers Grove, IL 60515
Illinois
Arbor Financial Services, LLC
2021 - Present (5 years)
UnEmployed
2020 - 2021 (1 year)
Oakbrook Investments, Llc
2008 - 2020 (12 years)
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