Peace Of Mind Wealth Management
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Overview
Peace Of Mind Wealth Management operates as a financial advisor company that has its headquarters in Brighton, Michigan. Peace Of Mind Wealth Management administers $2.9 million in assets across 49 accounts. The firm has a small team, including 8 financial advisors. Peace Of Mind Wealth Management is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as equities, options and bonds.
Peace Of Mind Wealth Management oversees all of the company's client assets in a discretionary manner. Discretionary management means that buy and sell choices are made by an investment advisor without needing client approval. The advisory firm's average account size is $60,143. The typical financial advisor at Peace Of Mind Wealth Management oversees about six client accounts, placing it among the more personalized firms in the country.
The company's central office is located at 1024 E. Grand River Ave., Brighton, Michigan 48116. The company is legally permitted to serve investors throughout a few states, including California, Florida, Illinois, Indiana and Michigan.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Peace Of Mind Wealth Management by the Numbers
$2.9 million
8
49
$60.1 thousand
Products and Services
Peace Of Mind Wealth Management offers a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Notably, the company did not provide financial planning services to any of its clients in the prior fiscal year. The company does not sell products or offer services apart from investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically are based on which service is provided. Fee types billed by Peace Of Mind Wealth Management most likely include any blend of the following fee structures: asset-based, hourly or fixed. Peace Of Mind Wealth Management does participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm works with retail investors. Out of its 49 accounts, Peace Of Mind Wealth Management's largest client group by number of accounts is retail investors. None of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Peace Of Mind Wealth Management does not have any disclosures.
Please visit its Form ADV for more details.
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