Assets Under Management
$452.7M
Number of Clients
341
Number of Advisors
7
Average Client AUM
$1.3M
AUM per Advisor
$64.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Peak Financial Management offers portfolio management using model asset allocation portfolios tailored to client needs. They also provide financial planning services, evaluating a client's financial state and goals. Services are tailored to individual client needs and restrictions.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable depending on the client's unique situation.
93 Worcester Street, Suite 101, Wellesley, MA, 02481