Peach Wealth Management offers financial planning and investment management services to individuals and families. Financial planning includes retirement planning, cash flow analysis, education planning, risk management, and estate planning coordination. Investment management involves managing client investment portfolios based on their objectives, risk tolerance, and financial situation. Peach Wealth Management does not participate in wrap fee programs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
The annual advisory fee starts at 0.65% for clients under 50 and decreases with age: 0.6% for ages 50-59, 0.55% for ages 60-69, and 0.5% for ages 70 and over.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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