How does the advisor help clients – Key Takeaways:
PEEPLES WEALTH MANAGEMENT LLC is committed to providing their clients with expert financial advice and assistance. Their team of experienced advisors works closely with each client to create customized financial plans that align with their specific goals and needs.
Some key takeaways of the services provided by PEEPLES WEALTH MANAGEMENT LLC include:
- Customized financial plans tailored to each client’s unique goals and needs
- Expert financial guidance and advice from experienced advisors
- Holistic approach to financial planning, taking into account all aspects of a client’s financial picture
- Commitment to transparency and open communication with clients
Facts and Insights
PEEPLES WEALTH MANAGEMENT LLC has been in business for over 15 years, providing expert financial services to their clients. They currently have assets under management of over $100 million and a team of 10 advisors dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10 | 15+ years |
Financial Services Offered
PEEPLES WEALTH MANAGEMENT LLC offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College savings planning
Client Types
PEEPLES WEALTH MANAGEMENT LLC works with a diverse range of clients, including:
- High net worth individuals
- Retirees
- Business owners
- Young professionals
- Individuals and families seeking comprehensive financial planning services
Fees & Compensation
PEEPLES WEALTH MANAGEMENT LLC operates on a fee-based compensation model, meaning their fees are based on a percentage of the assets under management. This ensures that the interests of the firm and the client are aligned, as the firm’s compensation is directly tied to the performance of the client’s investments.
Additionally, PEEPLES WEALTH MANAGEMENT LLC is committed to transparency and will always fully disclose their fees and any potential conflicts of interest to their clients.
Background
PEEPLES WEALTH MANAGEMENT LLC was founded by John Peeples, a seasoned financial advisor with over 20 years of experience in the industry. John holds multiple certifications and is a member of several prestigious financial associations, including the Financial Planning Association and the National Association of Personal Financial Advisors.
The firm has a team of experienced advisors and support staff, all dedicated to providing the best possible service to their clients.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. PEEPLES WEALTH MANAGEMENT LLC is committed to transparency and will always fully disclose any potential conflicts of interest to their clients.
Some common disclosures to be aware of when working with a financial advisor include:
- Compensation structure (fee-based, commission-based, etc.)
- Any affiliations with financial companies or products that may create a conflict of interest
- Disclosure of any disciplinary actions taken against the advisor