Peak American Investment Advisors offers portfolio management on a discretionary basis, a third-party advisor recommendation program, financial planning services, educational workshops, and estate planning services. The firm designs custom portfolios based on client objectives and risk tolerance. They may recommend unaffiliated third-party advisors to manage client assets. Financial planning services include asset allocation, retirement planning, cash flow projections, and insurance planning.
Assets Under Management$130M
Clients403
Advisors11
Avg. per Client$310K
Avg. per Advisor$11M
www.peakamericanfinancial.com ·www.linkedin.com/company/peak-american-financial ·www.facebook.com/peakamericanfinancial
Fee Structure
Minimum Investment:$30K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees are negotiable. When services are provided through the sub-advisors’ platforms, the maximum annual fee for this program will never exceed 2%. Sub-advisors retain up to 0.50% of this fee, depending on the model chosen.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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