Peck Wealth Management offers investment management services based on individual client goals, time horizons, and risk tolerance. Peck Wealth Management develops an investment strategy and asset allocation plan based on your investment objective. Once Peck Wealth Management constructs an investment portfolio for you they will monitor the portfolio and rebalance it as required. Peck Wealth Management limits its portfolio management services to publicly traded securities such as stocks, bonds, exchange traded funds and mutual funds.
Assets Under Management$160M
Clients58
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. Accounts of the relatives of the Adviser may have deeply discounted fees or no fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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