Peak Asset Management offers investment management and financial planning services. Investment management includes investment analysis, asset allocation, portfolio statements, and ongoing monitoring. Financial planning is included with investment management services, and stand-alone financial planning is offered under a separate agreement. Peak uses various methods of analysis, including fundamental, technical, and qualitative analysis, and offers different portfolio management strategies.
Assets Under Management$910M
Clients322
Advisors13
Avg. per Client$2.8M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$11,250
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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