Pekin Hardy Strauss, INC.

Assets Under Management

$1.1B

Number of Clients

719

Number of Advisors

7

Avg. Portfolio per Client

$1.6M

Avg. Managed per Advisor

$163.4M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Pekin Hardy Strauss, operating as Appleseed Capital, provides investment management and financial planning services. They work with individuals, families, retirement plans, and other organizations. Pekin Hardy aims to understand each client's goals and risk tolerance to develop a suitable investment strategy. They also offer financial planning services to help clients achieve their financial goals.

Fee Structure

Minimum Investment:$250K
Planning is included in investment management

Pekin Hardy Strauss charges a percentage of your portfolio each year for investment management. The standard fees generally range from 0.50% to 1.25% per year. The exact fee is negotiable and depends on the complexity of your financial situation and the amount you invest. Pekin Hardy does not charge its investment management clients a fee on their holdings of the Appleseed Fund.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Location

227 West Monroe Street, Suite 3625, Chicago, IL, 60606

7 Advisors at this firm

Pekin Hardy Strauss, INC. | TrueAdvisor