Frequently Asked Questions

WEALTH

What wealth services are available?

Click HERE for an overview of our Wealth Services.

How do I access my accounts online?

If your assets have been aggregated under Blueleaf, click to access your Blueleaf account.

Hilltop Securities allows you to access your account details, statements, and tax documents. 
Click to access your Hilltop account.

TD Ameritrade allows you to access account details, statements, and tax documents.
Click to access your TD Ameritrade account.

If I have trouble accessing my accounts, who should I contact?

For questions about your account, please call our home office at 404.220.8958 or please contact your Wealth Advisor.

Personalized advice is really important to me, but I don’t live nearby & don’t necessarily need to meet in person. Can I still work with PeachCap?

Of course! We have representatives that can serve clients across the country and welcome client interaction in person, video conference, or phone.

Do you have a minimum asset requirement?

No, we do not. 

Is there a cost for an initial consultation?

No way. We recommend you speak or meet with one of our wealth professionals to discuss your situation and determine how we can best work with you. There is no cost for this consultation.  

How do your fees work?

We recognize each client’s needs and journey are unique and we are proud to work with clients under a variety of arrangements. These arrangements may include: fees based on consulting or planning engagements, asset management fees, or transaction based compensation.

STILL HAVE QUESTIONS? ASK AN EXPERT!

550 Pharr Road NE Suite 700, Atlanta, GA 30305   |   Parking at PeachCap   |   404.220.8958   |   [email protected]