Felton & Peel Wealth Management provides financial planning and investment management services to individuals, high net worth individuals, corporations, and charitable organizations. Services include wealth management, financial planning, and portfolio management. Felton & Peel develops customized financial plans and investment strategies tailored to each client’s financial goals and objectives.
Assets Under Management$33M
Clients70
Advisors1
Avg. per Client$470K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,625
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
This fee schedule is for the Wealth Management Program, which includes both financial planning and portfolio management. Minimum annual fee of $5,625. Also offers stand-alone portfolio management services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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