PeachCap Tax & Advisory, based in Atlanta, provides investment advice and financial planning to individuals, families, and businesses. Services include portfolio management (both discretionary and non-discretionary), recommendations of third-party investment advisors, and financial planning covering areas like retirement, insurance, and estate planning. PeachCap also manages assets held away, such as 401(k)s, through Pontera.
Fee Structure
PeachCap Tax & Advisory manages investment portfolios through its wrap fee program. This bundled fee covers portfolio management, custodial services, and transaction costs. The firm selects securities and implements trades, while Hilltop Securities or Axos Advisor Services executes the trades and provides custody. The overall cost may be higher or lower than purchasing the services separately.