PELOTON WEALTH STRATEGISTS, INC.
About PELOTON WEALTH STRATEGISTS, INC.
Peloton Wealth Strategists, Inc. is a leading financial advisory firm that offers personalized wealth management services to its clients. They are a team of highly experienced and knowledgeable financial experts who are committed to helping individuals and families achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized wealth management services
- Highly experienced and knowledgeable team of financial experts
- Committed to helping clients achieve their financial goals
Facts and Insights
Peloton Wealth Strategists, Inc. has been in business for over 10 years and has a strong track record of helping clients build and manage their wealth. They have a team of over 20 advisors who are dedicated to providing top-notch financial advice and services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20+ | 10+ years |
*Note: These numbers are publicly available and subject to change.
Financial Services Offered
Peloton Wealth Strategists, Inc. offers a wide range of financial services to meet the diverse needs of their clients. This includes:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- And more
Client Types
Peloton Wealth Strategists, Inc. serves a variety of clients, including:
- High-net-worth individuals
- Business owners
- Families
- Professionals
- And more
Fees & Compensation
Peloton Wealth Strategists, Inc. charges a fee based on a percentage of the assets under management. This ensures that their interests are aligned with their clients, as they only make money when their clients’ portfolios grow. They are committed to being transparent and will discuss all fees and compensation with their clients before any services are provided.
Background
The team at Peloton Wealth Strategists, Inc. has a diverse background in finance, accounting, and wealth management. They have a deep understanding of the financial industry and stay up-to-date with current market trends and regulations. This allows them to provide well-informed and tailored advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Peloton Wealth Strategists, Inc. is required to disclose certain information to potential clients. This includes their fees, any potential conflicts of interest, and any applicable regulatory actions or disciplinary history. Clients can access this information through the firm’s Form ADV, which is available upon request.