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