Peerless Wealth's Form ADV discloses 1.50% on the first $500,000, 1.25% on the next $500,000, and 1.00% on assets above $1 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #305807), Peerless Wealth is subject to fiduciary duty under federal law.
Peerless Wealth is headquartered in COLUMBUS, OH.
Peerless Wealth serves 79 high-net-worth clients according to their SEC filing dated August 20, 2026. View client details ↓
According to their SEC Form ADV, Peerless Wealth offers financial planning, portfolio management for individuals, portfolio management for businesses, pension consulting services, and selection of other advisors. View all service details ↓
Peerless Wealth manages $149 million in client assets according to their SEC filing dated August 20, 2026.
According to their SEC Form ADV, Peerless Wealth serves high-net-worth individuals, businesses, and pension and profit-sharing plans. View client details ↓