Advisor at Pecaut Wealth Management
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Firm
Pecaut Wealth Management
Location
Sioux City, IA 51101
Credentials
Series 63
Industry experience
27 years
Daniel Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, with 27 years of industry experience. He holds a Series 63 designation and has been with Pecaut & Co. since 1979, continuing through its transition to Pecaut Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to tailor and adjust client portfolios.
Based on Pecaut Wealth Management
One-time financial planning fee up to $7,500 per plan (negotiable and may be waived).
Up to 0.375% quarterly (equivalent to up to 1.5% annually)
Account minimum: $500,000 minimum (may be waived at discretion)
401 Douglas St, Suite 415
Sioux City, IA 51101
Iowa
Pecaut & Co.
2018 - Present (8 years)
Pecaut & Co.
1979 - 2018 (39 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63, Series 65
Sioux City, IA
Pecaut Wealth Management
Series 65
Sioux City, IA
Pecaut Wealth Management
Series 65
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