Pekin Hardy Strauss, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$1.1B
Clients719
Advisors8
Avg. per Client$1.6M
Avg. per Advisor$140M

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.

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Location

8 Advisors at this firm

Pekin Hardy Strauss, INC. | TrueAdvisor