Peter Flemming
Peter Flemming is a registered investment advisor at Afs Wealth Management LLC, based in Watkinsville, GA, with 1 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.50% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
3651 Mars Hill Rd Suite 700, Watkinsville, GA, 30677
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is involved in several business activities, including JCE Farms LLC (growing blueberries and selling eggs), JCE Management LLC (rental company), Acuff Financial Services (revenue share and referrals), and Acuff Financial Services INC (tax, payroll, and accounting). Peter also formed AFS Insurance LLC to sell health insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Afs Wealth Management LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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