Steven Peshek
Advisor at Altruity Wealth
Updated today
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.
About
Steven Peshek is a financial advisor at Altruity Wealth in Palatine, Illinois, holding a Series 65 designation with eight years of industry experience. He has been with Altruity Investment Advisors, LLC since 2018 and is also the president and CEO of Texture Graphics, LLC, a print and marketing firm he founded in 2002. Altruity Wealth offers discretionary portfolio management, retirement and pension consulting, and limited financial planning for individuals, trusts, ERISA plans, pension plans, investment companies, and corporate clients. The firm’s investment approach combines technical, fundamental, and sentiment analysis to manage portfolios ranging from aggressive equity strategies to conservative income and preservation, and it provides services to pooled investment vehicles and institutional clients alongside its Schwab-based automated investment program.
Client services
Based on Altruity Wealth
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Altruity Wealth
General retirement planning
Income planning
Debt management
Cash flow / budgeting
Fee options
$5,000 - $249,999: 0.5% (must be invested in ROBO Channel) $250,000 - $1,000,000: 1.0% $1,000,001 - $2,499,999: 0.90% $2,500,000 - $4,999,999: 0.70% $5,000,000+: Negotiable
Pension consulting services charged at $150/hour (estimated 3-4 hours)
Account minimum: $5,000 minimum for ROBO Channel; $250,000 preferred minimum for other accounts (negotiable); $500,000 minimum for pension consulting services; $1,000,000 minimum to receive certain financial planning services at no additional cost Fee-only: Financial planning services charged at $150/hour for clients with $500,000 to $1,000,000 in assets (estimated 3 hours)
Location
Palatine, IL
Most active in
Steven P has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Work history
Altruity Investment Advisors, LLC
2018 - Present (8 years)
Texture Graphics, LLC
2002 - 2022 (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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