Peak Wealth Management offers investment advisory services, including wealth management and financial planning, to individuals and high-net-worth individuals. PWM creates customized investment strategies using exchange-traded funds, individual stocks, and mutual funds. PWM may recommend independent managers. Financial planning services cover investment, retirement, tax, and estate planning.
Assets Under Management$160M
Clients208
Advisors3
Avg. per Client$750K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Peak Wealth Management charges a percentage of your portfolio each year for investment management and financial planning services. The exact percentage depends on the complexity of the services, the amount of assets managed, and your overall relationship with Peak Wealth Management. Fees may be negotiable.
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