Peelle Wealth Management (PWM) offers investment management and financial planning services. PWM provides advice through consultations, covering financial objectives, cash flow, tax planning, insurance review, education funding, retirement, and estate planning. PWM does not sell commissioned products, but the Managing Member has an affiliated insurance business. PWM offers non-discretionary asset management services, requiring client approval before executing transactions. PWM may recommend other advisors and receives referral fees from them.
Assets Under Management$1.8M
Clients17
Advisors1
Avg. per Client$100K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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