Washington Peak Investment Advisors offers flexible investment advice to clients through separate accounts. This may include making trades for you or providing advice for you to implement. The firm generally requires a minimum of $100,000 to manage, but this can be waived. Washington Peak tailors its advice to each client's needs and may invest in various asset classes, including equities and cash equivalents.
Assets Under Management$21M
Clients18
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Washington Peak Investment Advisors charges an annual fee based on the value of your investments. This fee is individually negotiated and ranges from 0% to 2%. The fee is calculated based on the market value of your investments at the end of each quarter. The firm may waive or reduce the fee at its discretion.
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