Peloton Capital Management offers investment management services, managing strategies like Small-Cap Growth, Mid-Cap Growth, Large-Cap Growth, and Equity-Income. They also provide customized investment management through their Private Client Group, tailoring portfolios to individual client needs. Peloton also offers financial planning advice via their Roadmap service for a flat fee.
Assets Under Management$280M
Clients141
Advisors3
Avg. per Client$2M
Avg. per Advisor$93M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Not-for-profit entities receive a discount of 0.15% in each tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...