Peconic Asset Planning offers customized investment advisory solutions through continuous personal contact and interaction. Peconic works with clients to identify their investment goals, risk tolerance, and financial situation to design a portfolio strategy. Peconic constructs portfolios using exchange-traded funds, low-cost, diversified mutual funds, individual stocks, and/or individual bonds. Peconic's investment strategies are primarily long-term focused.
Assets Under Management$65M
Clients206
Advisors1
Avg. per Client$310K
Avg. per Advisor$65M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of Peconic.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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