Five Peaks Financial Consulting provides personalized financial planning and investment management services. This includes helping clients set goals, create plans, and adjust those plans as needed. Five Peaks also assists clients in selecting and monitoring third-party investment managers to manage their investments. The firm offers various agreements to define client relationships, including financial planning, advisory services, and referral services.
Fee Structure
Five Peaks Financial Consulting helps clients select and monitor third-party investment managers. The fees for this service are a percentage of the assets managed, ranging from 0.30% to 1.50% per year. For example, clients who choose an annual review schedule can expect to pay 0.80% per year on the first $1,000,000 of assets managed. Clients in the Orion Portfolio Services program will also pay third-party manager fees of 0% - 0.50%. Clients with assets in the American Funds program are charged 0.75% - 1.25% annually.