Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Vilim is a financial advisor who has been working in the industry since January 2018. Peter is currently registered with SCS Capital Management LLC in New York and Massachusetts, and has a Certified Financial Planner designation. Peter has prior experience with Francis Financial, Inc. and Northwestern University. SCS Capital Management LLC provides financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit, cash management, and insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
02/14/2024 - Present
SCS Capital Management LLC (BOSTON MA)
Active
Inactive
Not sure Peter Vilim is the right advisor for you? Invested Better is here to help.
