David A. Peckham provides investment management services, focusing on mutual funds from the Invesco Funds Group. He helps clients choose suitable mutual funds based on their financial goals, risk tolerance, and other individual circumstances. Financial planning is offered, but no separate fee is charged for it.
Assets Under Management$6.2M
Clients114
Advisors1
Avg. per Client$55K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:$250
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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