Advisor at Peachcap Tax & Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Peachcap Tax & Advisory, LLC
Location
Atlanta, GA 30305
Credentials
CFP®, Series 66
Industry experience
16 years
Eric Burnette is a CFP® and holds a Series 66 license with 16 years of industry experience. He is affiliated with Peachcap Tax & Advisory, LLC and PeachCap Securities, Inc., where he has worked since 2011 and 2015, respectively. Outside of advisory work, he is an owner of Peachcap CPA's, a CPA accounting firm. Peachcap Tax & Advisory, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, foundations, and business entities. The firm offers tailored portfolio management using a variety of strategies and also provides asset-allocation review and management for held-away retirement accounts through an aggregation service.
Based on Peachcap Tax & Advisory, LLC
Based on Peachcap Tax & Advisory, LLC
Fixed fees up to $10,000 for broad-based financial planning services; may exceed $10,000 in limited circumstances with client notification.
$0 - $500,000: 2.20% annually $500,001 - $1,000,000: 1.70% annually $1,000,001 - $5,000,000: 1.45% annually $5,000,001+: Negotiable
Commission-based compensation for sale of securities and insurance products by some associated persons, separate from advisory fees.
Up to $300 per hour for specific financial planning services or consulting.
550 Pharr Rd., Suite 700
Atlanta, GA 30305
Georgia
PeachCap Securities, Inc.
2015 - Present (11 years)
PeachCap Tax and Advisory, LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
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