Lone Peak Capital Management provides investment advice through several service models. They offer a subscription service with market updates, sub-advisory services for other advisors, third-party asset management, and direct investment management for individual clients. LPCM uses technical and fundamental analysis to make investment decisions, primarily using stocks, mutual funds, and ETFs. They aim to profit from intermediate-term market trends.
Assets Under Management$7.7M
Clients28
Advisors1
Avg. per Client$270K
Avg. per Advisor$7.7M
Fee Structure
Investment management only (planning not offered)
Lone Peak Capital Management offers two investment management options for individual clients:
- Standard Portfolio: 1.5% of your portfolio per year
- Tactical Portfolio: 2.2% of your portfolio per year
Fees are paid quarterly. LPCM does not negotiate its management fee, but does offer discounts to select friends, employees, family and large associated groups (group discounts).
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