Kiersten Peshek is a CFP-designated registered investment advisor at Citrine Capital, based in Columbus, GA, with 4 years of industry experience. Kiersten 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 9 more. Their firm serves 127 clients with $280M in assets under management.
Compensation
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Average Client Portfolio
Assets Under Management
Fee Structure
Citrine Capital charges an annual fixed dollar fee for investment management and comprehensive financial planning. The fee, determined upfront, generally ranges from $7,000 to $90,000 based on the client’s net worth. The annual fees are negotiable, prorated and paid in arrears on a quarterly basis.
Contact
Kiersten Peshek
Location
Columbus, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Citrine Capital
State Registrations2 states
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Additional Information
Kiersten holds a degree in English and Spanish from Illinois State University as well as a Financial Planning Certificate from DePaul University. Born and raised in Illinois, Kiersten now lives in Columbus, Georgia with their husband and cute black cat named Pounce.