Pran Tiku is a CFP, ChFC-designated registered investment advisor at Peak Financial Management INC, based in Naples, FL, with 31 years of industry experience. Pran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 353 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees, account minimums and payment terms are negotiable depending on client's unique situation.
Fee Estimator
Location
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Pran serves as a trustee for the Harbor Towers Condominium Association, where he is a voting trustee, board member, and chairman of the finance committee since 2015. This activity requires a few hours per week and is not investment-related.
Employment History
Current Registrations
Peak Financial Management INC
State Registrations3 states
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