Julie Pribble is a CFA-designated registered investment advisor at Peak Asset Management, LLC, based in Louisville, CO, with 27 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 322 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
At Peak's discretion, asset amounts in accounts from the same household may be aggregated to determine the advisory fee. An employee’s family related account may be charged a reduced fee for our services.
Fee Estimator
Location
1371 E. Hecla Drive, Suite A, Louisville, CO, 80027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Peak Asset Management, LLC
Previous Registrations
Cobiz Wealth
Wagner Investment Management INC.
State Registrations1 state
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