Peddock Capital Advisors offers investment advice and wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Services include creating a portfolio strategy based on your goals, risk tolerance, and financial situation. Peddock Capital constructs portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. They also offer consulting services in areas like wealth transfers, estate planning, and retirement planning. Peddock Capital may also offer family office bill pay services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Wealth management fees range up to 1.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.