Cody Hawkins is a CFP-designated registered investment advisor at Peacelink Financial Planning, based in Virginia Beach, VA, with 5 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 71 clients with $28M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. This schedule is for Investment Management Only. Wealth Scaler clients have a different fee schedule. XYIS sub-advisory fees are additional.
1213 Laskin Rd, Suite 107, Virginia Beach, VA, 23451
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