Peak Retirement Planning provides investment advice tailored to clients’ needs and goals. Services include reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. An in-house CPA is available for tax preparation and consultation. Peak also offers financial planning consulting services, including risk assessment, investment planning, and estate planning.
Assets Under Management$420M
Clients713
Advisors16
Avg. per Client$580K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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