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
Series 63, Series 65
Industry experience
39 years
Karen Holt is a financial advisor with PeachCap Tax & Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at PeachCap since 2016 and previously at Wells Fargo Advisors Financial Network LLC from 2009 to 2016. Outside of her advisory role, Holt serves as Treasurer for West Mitchell CME Church, managing weekly deposits and bank account balances. PeachCap Tax & Advisory, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, foundations, and business entities. The firm offers discretionary portfolio management, third-party adviser recommendations, and standalone financial planning, utilizing asset-allocation models, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis.
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 · Texas
PeachCap Tax & Advisory, LLC
2016 - Present (10 years)
PeachCap Securities, Inc.
2016 - Present (10 years)
Wells Fargo Advisors Financial Network LLC
2009 - 2016 (7 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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