Pelleton Capital Management provides investment management and financial planning services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. Pelleton Capital Management may sell insurance products and accept finder's fees. Clients give Pelleton Capital Management the authority to make investment decisions.
Fee Structure
Pelleton Capital Management manages investments for a fee based on a percentage of the assets they manage. The fees range from 0.75% to 1.50% per year, depending on the amount invested and the complexity of the client's needs. The exact fee is determined on a case-by-case basis and is specified in a written agreement. Fees are billed in advance at the end of each quarter.