Peace Within Financial, LLC (PWF) offers financial planning and non-discretionary investment management services. PWF works with clients to understand their financial goals, risk tolerance, and time horizon. PWF provides tailored financial planning and investment advice, monitoring investments and updating recommendations as needed. Clients maintain the discretion to accept or reject recommendations. PWF also offers educational seminars and workshops on various financial topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee. For example, we may combine account values for you and your minor children, joint accounts with your spouse, and other types of related accounts. Combining account values may increase the asset total, which may result in paying a reduced advisory fee.