Peapod Lane Capital LLC

Fee-Only (% of Portfolio)

Peapod Lane Capital, LLC is an advisory firm that provides investment advisory services to retail clients. They manage your investments for you, but you can set some restrictions. They monitor your accounts regularly. The firm requires a minimum of $250,000 to invest with them, but they may waive or reduce that amount.

Assets Under Management$110M
Clients32
Advisors2
Avg. per Client$3.4M
Avg. per Advisor$54M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Peapod Lane Capital charges a fee based on the value of your portfolio, billed quarterly. The more you invest, the more you pay. For some clients, they charge a performance fee, also billed quarterly.

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Location

2 Advisors at this firm

Peapod Lane Capital LLC | TrueAdvisor