Clint Pekrul is a CFA-designated registered investment advisor at Peak Capital Management, LLC, based in Greenwood Village, CO, with 24 years of industry experience. Clint operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 118 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCM is generally compensated for investment management services with a fee based on the value of your portfolio, paid quarterly. The annual fee typically ranges from 0.6% to 1% of the value of your portfolio, depending on the amount invested and other factors. All fees are subject to negotiation. PCM requires a minimum investment of $500,000, but this may be waived in certain situations.
Location
9250 East Costilla Avenue, Suite 430, Greenwood Village, CO, 80112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Peak Capital Management, LLC
Previous Registrations
Curian Clearing, LLCBroker
Jackson National Life Distributors LLCBroker
Curian Capital, LLC
Investment Centers of America, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.