Felton & Peel Wealth Management is a wealth management firm founded in 2018 and based in Atlanta, Georgia. Led by Malik S. Lee, the firm offers personalized financial planning, investment management, and retirement planning services to individuals, high net worth individuals, corporations, and charitable organizations. Felton & Peel Wealth Management focuses on goals-based strategies, helping clients navigate cash flow, debt, tax optimization, estate planning, and risk management. The firm provides discretionary portfolio management using equities, mutual funds, exchange-traded funds, and fixed income securities, and can also accommodate specific legacy holdings or low-basis stock. Additionally, Felton & Peel Wealth Management offers standalone financial planning, hourly consultations, and access to third-party investment platforms. Through affiliated services, the firm also provides tax preparation and insurance products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Rates reflect the Wealth Management Program schedule. Stand-alone portfolio management has a separate schedule starting at 1.0% for the first $1M and 0.5% thereafter. Wealth management is subject to a $5,625 minimum annual fee, and stand-alone portfolio management has a $3,000 minimum annual fee.