Peak Investment Solutions manages investment portfolios for individuals, trusts, retirement plans, charities, and businesses. Peak works with clients to determine their investment objectives and risk profile, creating a written investment policy. Peak primarily uses passively managed asset class and index mutual funds from Dimensional Fund Advisors (DFA), Vanguard, and Bridgeway. Peak may also recommend fixed income portfolios managed by a third party. Peak also consults with clients on financial areas including income and estate tax planning, business sale structures, college financial planning, retirement planning, insurance analysis, personal cash flow analysis, establishment and design of retirement plans and trust designs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Fees may be negotiable. All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.