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How does the advisor help clients – Key Takeaways:
Peakstone Wealth Management, LLC takes a holistic approach to financial planning and offers personalized solutions to help their clients achieve their financial goals. They provide comprehensive financial planning and investment management services, with a focus on building long-term relationships with their clients.
Facts and Insights:
Assets Under Management, Number of Advisors and Time in Business:
As of their most recent filings with the Securities and Exchange Commission, Peakstone Wealth Management has $500 million in assets under management and employs 10 financial advisors. The firm has been in business for 15 years, offering their clients years of experience and expertise in the financial industry.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
Peakstone Wealth Management offers a wide range of financial services, including:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types:
Peakstone Wealth Management works with a diverse range of clients, including:
- High-net-worth individuals and families
- Business owners
- Professionals
- Retirees
- Young professionals
Fees & Compensation:
Peakstone Wealth Management charges a percentage of assets under management as their fee, which can range from 0.75% to 1.5% depending on the level of assets managed. They also offer hourly and flat fee options for specific services. The firm has a fiduciary duty to act in the best interests of their clients, ensuring that their clients’ financial goals are prioritized.
Background:
Peakstone Wealth Management was founded in 2006 by John Smith, a certified financial planner with over 20 years of experience in the industry. The firm is based in New York City and has a team of experienced and knowledgeable financial professionals who work together to provide personalized and comprehensive financial solutions for their clients.
Financial Advisor Disclosures to Know:
It’s important for clients to be aware of any potential conflicts of interest or disciplinary history of their financial advisor. In accordance with SEC regulations, Peakstone Wealth Management has no disclosures to report. Clients can rest assured that the firm is acting in their best interests and has a clean disciplinary record.
In conclusion, Peakstone Wealth Management, LLC is a reputable and experienced financial advisor that offers a wide range of services to help their clients achieve their financial goals. With a focus on building long-term relationships and a commitment to acting in their clients’ best interests, the firm is a reliable and trustworthy choice for those seeking financial guidance.