Peerless Wealth, LLC provides investment advice in the form of financial planning, investment management, qualified plan consulting, and financial consulting services to individuals, high net worth individuals, families, trusts, estates, businesses and charities. Financial plans are tailored to each client's goals and risk tolerance and are reviewed at least annually. Investment management services are offered on a discretionary and non-discretionary basis. Peerless Wealth also serves as a sub-advisor to the Peerless Option Income Wheel ETF.
Assets Under Management$100M
Clients178
Advisors3
Avg. per Client$570K
Avg. per Advisor$34M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
For option trading, the annual advisory fee is 2.50% with no minimum or maximum portfolio size. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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