Danielle Hochstetter is a CFP-designated registered investment advisor at Old Peak Finance, based in Chapel Hill, NC, with 2 years of industry experience. Danielle 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 163 clients with $580M 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 $20.0M | 0.30% |
| $20M+ | 0.05% |
Fee Estimator
Contact
Danielle Hochstetter
Location
100 Europa Drive, Suite 410, Chapel Hill, NC, 27517
Get directionsHistory
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 →Other Business Activities
Danielle owns Grand Cru Tea, a retail tea business, since 2021. She dedicates minimal time to this business during trading hours to purchase, package, and deliver loose leaf tea.
Employment History
Current Registrations
Old Peak Finance
State Registrations1 state
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