Peace of Mind Wealth Management is a registered investment advisor offering portfolio management services. They tailor investment advice to meet individual client needs, considering investment objectives and risk tolerance. They offer both discretionary and non-discretionary portfolio management. Complimentary financial planning services are offered at their discretion to portfolio management clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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