46 Peaks provides financial advice and manages investments for individuals, families, and businesses. Services include analyzing your financial situation, creating financial plans, selecting outside investment managers, consulting on retirement plans, and managing investment portfolios. 46 Peaks tailors its services to your individual needs and objectives.
Assets Under Management$210M
Clients124
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $1000K | 0.95% |
| $1000K - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
Advisory fee may be negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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