Daniel Pecaut is a registered investment advisor at Pecaut Wealth Management, based in Sioux City, IA, with 27 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 231 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pecaut Wealth Management charges a quarterly portfolio management fee of up to 0.375% of your portfolio. This works out to a maximum of 1.5% per year. The fee is negotiable depending on your circumstances. Immediate family of Pecaut Wealth Management employees generally receive reduced rates.
Location
401 Douglas St, Suite 415, Sioux City, IA, 51101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pecaut Wealth Management
State Registrations1 state
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