Peachtree Investment Partners provides professional portfolio management services. Peachtree focuses on growth investing, primarily seeking to invest in stocks that have demonstrated an attractive return on capital with a history of generating free cash flow and stable dividends. Peachtree will manage your investment portfolio on a discretionary basis.
Assets Under Management$310M
Clients233
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. Some clients may pay more or less than other clients for the same management services, depending on account inception date, number of related investment accounts, anticipated future deposits, or total assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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