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William Peeples
11 Years of Experience
Hummelstown, PA
1 Disclosure
William Peeples is a registered investment advisor at Peeples Wealth Management LLC, based in Hummelstown, PA, with 11 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $7.8M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$777K average
Assets Under Management
$7.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.49% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Hummelstown, PA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2019Denied
Employment History
Current Registrations
Peeples Wealth Management LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
PNC Investments
June 2020 - February 2022 · 1 yr 8 mos
PNC InvestmentsBroker
June 2020 - February 2022 · 1 yr 8 mos
Edward Jones
December 2018 - June 2020 · 1 yr 6 mos
Edward JonesBroker
August 2018 - June 2020 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
March 2015 - August 2018 · 3 yrs 5 mos
State Registrations1 state
PA
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.