Peeples Wealth Management (PWML) offers portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. PWML creates an Investment Policy Statement for each client. PWML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities. PWML does not participate in wrap fee programs.
Assets Under Management$7.8M
Clients10
Advisors1
Avg. per Client$780K
Avg. per Advisor$7.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.49% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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