Peachtree Wealth Advisors (PWA) offers customized investment advice and financial planning services. PWA helps clients establish and monitor investment objectives, risk tolerance, asset allocation, and time horizons. PWA can manage assets internally or recommend third-party asset managers. PWA also provides pension consulting and company-sponsored retirement plan consulting services.
Assets Under Management$350M
Clients460
Advisors2
Avg. per Client$750K
Avg. per Advisor$170M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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