Peaceful Advisors offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement and manage investments with discretionary authority. Peaceful Advisors also provides financial planning services covering areas like retirement, college, and tax planning. They primarily advise on mutual funds, fixed income, equities, and ETFs.
Assets Under Management$8.4M
Clients13
Advisors1
Avg. per Client$640K
Avg. per Advisor$8.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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