Peachtree Creek Investments offers financial planning and wealth management services. Financial planning involves analyzing a client's financial situation, goals, and objectives to create a plan. Wealth management includes creating a tailored portfolio with investments like stocks, bonds, and ETFs. Services are provided on a discretionary or non-discretionary basis. Peachtree Creek acts as a fiduciary, always working in the client's best interest.
Assets Under Management$34M
Clients22
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable depending on the complexity of the client’s financial situation and the scope of services rendered.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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