Peck Wealth Management, operating as Fearless Wealth, offers financial planning and asset management services to individuals and families. Financial planning covers investment, retirement, estate, charitable, education, and tax planning. Asset management involves creating and supervising portfolios tailored to client needs, using stocks, bonds, ETFs, mutual funds, and other investments. Peck Wealth Management acts as a fiduciary, prioritizing client interests.
Assets Under Management$69M
Clients53
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees can sometimes be lower than 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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