PEB Capital offers wealth management services, including investment management and financial planning, to individuals, high-net-worth individuals, trusts, and estates. PEB Capital creates customized investment strategies based on client goals, risk tolerance, and financial situations. PEB Capital may recommend unaffiliated investment managers. Financial planning services are offered as part of wealth management or as a standalone service.
Assets Under Management$170M
Clients169
Advisors2
Avg. per Client$1M
Avg. per Advisor$86M
Fee Structure
Planning is included in investment management (also available separately)
PEB Capital's wealth management fees range from 0.50% to 1.50% annually, based on the market value of your investments. Fees are paid monthly, in advance. The fee for the first month is prorated. Fees may be negotiable. Some clients may be offered a fixed-rate fee schedule.
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