A complete list of active advisors currently associated with Peaceful Advisors LLC

Warmer can help you find a great advisor at Peaceful Advisors LLC or one who fits your needs even better.

Peaceful Advisors LLC provides portfolio management and one-time financial planning services to individual and high-net-worth clients. The solo advisor manages roughly $8.38 million across 13 client relationships and bills advisory services on an asset-based fee basis. The firm prepares an Investment Policy Statement for each client and applies a broad set of analytical approaches — including charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — to construct portfolios. PAL generally requests discretionary trading authority for accounts while also offering non-discretionary services, and conducts at least quarterly account reviews. Noteworthy operational features include a recent transition from state to SEC registration, a firm policy requiring clients to custody assets at Interactive Brokers, and a stated practice of not aggregating trades for multiple clients. The adviser also utilizes higher-risk tactics such as short sales, margin and options trading and typically delivers financial plans as a one-time service unless clients engage for ongoing work.

To learn more about the advisors currently working at Peaceful Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.