Assets Under Management
$77.7M
Number of Clients
305
Number of Advisors
13
Average Client AUM
$255K
AUM per Advisor
$6.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Peak American Investment Advisors offers fee-based portfolio management on a discretionary basis, third-party advisor recommendations, financial planning, educational workshops, and estate planning services. They design custom portfolios based on client objectives and risk tolerance. Estate planning services are offered through a referral arrangement with Estate Guru.
| Assets Under Management | 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.
2400 Dallas Parkway, Ste 100, Plano, TX, 75093