Peak Financial Management offers continuous investment advice and financial planning services tailored to individual client needs. They manage portfolios using model asset allocation portfolios designed to meet specific investment goals. Financial planning services cover personal finances, taxes, investments, insurance, retirement, death and disability, and estate planning. Peak does not participate in wrap fee programs.
Assets Under Management$530M
Clients353
Advisors7
Avg. per Client$1.5M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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