Adam Peck is a CFA-designated registered investment advisor at Riverwater Partners LLC, based in Milwaukee, WI, with 18 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 189 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Riverwater Partners offers investment management services with fees calculated as a percentage of the value of your investments. The highest fee is 1%. There are also transactional, administrative, and custodial fees charged by the account custodian. Riverwater Partners charges a $9,000 minimum annual fee for new investment management clients.
For Managed Model Portfolios, clients pay 0.85% of their portfolio value per year. The fee is not negotiable. There is a $2,500 minimum annual fee for new Managed Model Portfolio clients.
Location
1433 N. Water Street, Suite 303, Milwaukee, WI, 53202
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Regulatory History
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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Adam is an investment committee member for the Milwaukee Repertory Theater, spending minimal time evaluating investments. He is also a member of Riverwater Partners' real estate division, dedicating no time to this activity.
Employment History
Current Registrations
Riverwater Partners LLC
Previous Registrations
Heartland Advisors, INC.
State Registrations2 states
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.