Peck Wealth Management, LLC

Financial Advisor in Mamaroneck, NY

Firm Info
Address: 138 Larchmont Ave, Larchmont, NY 10538, USA
Phone: (914) 630-2324

Firm Size
Assets Under Management: $106.5 million
# of Advisors: 1
# of Clients: 99
Client to Advisor Ratio: 99:1
Average Account Size: $1.1 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Peck Wealth Management, LLC Overview

. Peck Wealth Management, LLC is an investment advisory firm that offers portfolio management services. It has been in operation since 2012 and is headquartered in White Plains, NY. The firm specializes in investment advice, meaning that it offers clients guidance on their investment decisions rather than executing trades on their behalf. One of the unique aspects of Peck Wealth Management is its fee arrangement, which is fee only. This means that the firm charges clients a flat fee for its services, rather than taking a commission or a percentage of the assets under management. This fee-only structure is beneficial to investors because it eliminates conflicts of interest that can arise when firms are compensated based on the number of trades or assets under management. Peck Wealth Management works with both individuals and small businesses to manage their investment portfolios. Its advisory services are customized to meet the specific needs of each client, and the firm is committed to providing personalized attention and high-quality advice. Through its investment advisory services, Peck Wealth Management helps clients achieve their financial goals and build wealth over the long term.

Peck Wealth Management, LLC caters to a diverse clientele, with services tailored to meet the unique needs of each client. They work with individuals who require personalized financial planning, high net worth individuals who may have more complex investment portfolios, and charitable organizations that require assistance with financial management. The firm's experienced team of financial advisors provides expert guidance aimed at helping clients achieve their financial objectives. When it comes to fee structures, Peck Wealth Management, LLC offers a range of options depending on the services provided. One of the most common fee structures is a percentage of assets under management (AUM), which means that clients pay a percentage of the total value of their investments as the fee for the firm's services. This fee percentage can vary depending on factors such as the size of the client's portfolio and the level of service provided. Other fee structures available include hourly fees or fixed fees for specific services, such as financial planning or estate planning. Overall, Peck Wealth Management, LLC prides itself on offering transparent fee structures that align with the best interests of its clients.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for PECK WEALTH MANAGEMENT, LLC is $500,000, according to their Part 2 Brochure. However, the brochure notes that the investment minimum may be waived by the investment advisor based on the needs of the client and related accounts.

How This Office Can Help Mamaroneck, NY Residents

Peck Wealth Management, LLC provides personalized financial planning and investment management services to clients in Mamaroneck, NY. They work with individuals and families to help them achieve their financial goals and navigate the complex financial landscape. Living in Mamaroneck, NY, clients may be facing a variety of financial situations. Some may be saving for retirement and need help developing a comprehensive plan to ensure they have enough funds to support themselves in their later years. Others may be concerned about paying for their children's education and need assistance in creating a savings plan. Additionally, clients may be facing the challenge of managing their assets through divorce or the loss of a spouse. Whatever the situation may be, Peck Wealth Management, LLC offers customized solutions to meet their clients' unique needs and goals.

To view the Minimum Investment and Fee Schedule for Peck Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Peck Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Peck Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 138 Larchmont Ave, Larchmont, NY 10538, USA
Phone (914) 630-2324
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 83 HILLAIR CIRCLE, WHITE PLAINS, NY 10605, United States

This firm has no other locations.

State Registrations

Peck Wealth Management, LLC is registered to service clients in the following states:

  • New York

Disciplinary History

Peck Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.