Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
1,086 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.4B
Fee Structure
Minimum Investment:$1.5M
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
Fee schedule may be negotiated in certain cases. Certain pre-existing investment management services clients may be on a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$15,000
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Contact
Valerie Louise Peck
Location
8030 La Mesa Blvd, #601, La Mesa, CA, 91942
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Sax Wealth Advisors, LLC
February 2025 - Present · 1 yr
Previous Registrations
Peck Financial Advisors
September 2013 - March 2025 · 11 yrs 6 mos
Cetera Advisor Networks LLC
January 2005 - September 2013 · 8 yrs 8 mos
State Registrations2 states
CANJ
Advisor
Exams
No exam information available for this advisor.
Contact
Valerie Louise Peck