Jeffrey Smith is a CFA-designated registered investment advisor at Peak Financial Management INC, based in Wellesley, MA, with 22 years of industry experience. Jeffrey 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 353 clients with $530M 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 $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees, account minimums and payment terms are negotiable depending on client's unique situation.
Fee Estimator
Location
93 Worcester Street, Suite 101, Wellesley, MA, 02481
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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 Financial Management INC
Previous Registrations
Wellesley Investment Partners, LLC
Beaumont Financial Partners LLC
Strategic Advisers, INC.
State Registrations2 states
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