Steven Peshek is a registered investment advisor at Altruity Wealth, based in Palatine, IL, with 8 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 13 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,000. Accounts between $5,000 and $249,999 must be invested in the ROBO Channel unless Altruity, at its sole discretion and with client consent, considers near term (about 1 year) client deposits or AUM growth will meet The WEALTH Channel minimum.
Fee Estimator
Location
Palatine, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the President and CEO of Texture Graphics, LLC, a print and marketing firm, since 2002. His duties involve client contact and sales, taking about 10-20% to about half of his time.
Employment History
Current Registrations
Altruity Wealth
State Registrations2 states
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