Michael Peebles
Michael Peebles is a CFA-designated registered investment advisor at Legacy Capital Wealth Partners, LLC, based in Rogers, AR, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 609 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Capital charges an annual advisory fee for managing your investments. This fee is negotiable and can range from 0.50% to 1.50% of the value of your investments. The exact fee depends on factors like the size of your portfolio, the complexity of your investments, and the amount of service you need. Legacy Capital generally requires a minimum balance of $500,000 to manage your investments, but this may be waived at Legacy Capital's discretion.
Location
5502 Walsh Lane, Suite 103, Rogers, AR, 72758
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is involved in several business activities, including managing Strawberry River Investments LLC and owning MWP Holdings, both real estate ventures requiring minimal time. He is also a partner and client advisor at Legacy Capital Wealth Partners, dedicating full-time hours, and an agent selling fixed/traditional insurance products through PKS Financial and Fixed Insurance, spending minimal time on each.
Employment History
Current Registrations
Legacy Capital Wealth Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Legacy Capital Wealth Partners, LLC
Arvest Wealth ManagementBroker
Arvest Wealth Management
Financial Management, INC.
Summitalliance Advisors, L.L.C.
Investlinc Wealth Services
Garrison Financial Advisors, INC.
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.