Jeffrey Siegel is a registered investment advisor at Pyramid Peak Capital, LLC, based in Irvington, NY, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 26 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Asset-based and performance fees may be negotiable based on the size of the account, or how quickly the investment commitment is expected to increase. Clients who seek to invest in an aggressive, more risk-oriented approach will pay a performance fee in addition to the asset-based fee. The performance fee is 20% of the profits generated when profits for the current period exceed the unrecouped net losses for prior periods.
Fee Estimator
Location
Irvington, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pyramid Peak Capital, LLC
Previous Registrations
52 Capital LLC
State Registrations2 states
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