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Cheryl Leonard-Peeples

Pr Squared Wealth Management LLC
4 Years of Experience
Atlanta, GA
Sells Insurance
View SEC Summary
View SEC Summary

Cheryl Leonard-Peeples is a registered investment advisor at Pr Squared Wealth Management LLC, based in Atlanta, GA, with 4 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 103 clients with $13M in assets under management.

Pr Squared Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
103 clients
Average Client Portfolio
$123K average
Assets Under Management
$12.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $2.0M1.50%
$2.0M - $2.5M1.25%
$2.5M - $5.0M1.00%
$5M+0.75%

Fees are negotiable based on historical relationships, asset types, and portfolio size. Other program schedules apply for SEI and co-advisor accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Atlanta, GA

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Cheryl works as an insurance agent providing insurance sales and services through Eiat Wealth Management since 2017. This activity takes about 10-20% of her time, even during securities trading hours.

Employment History
Current Registrations
Pr Squared Wealth Management LLC
February 2022 - Present · 4 yrs 8 mos
State Registrations1 state
GA
Advisor

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.

Exams
No exam information available for this advisor.
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