Richard Mueller

27 Years of Experience

Colorado Springs, CO

1 Disclosure

Richard Mueller is a registered investment advisor at Peak Investment Advisors, INC., based in Colorado Springs, CO, with 27 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 38 clients with $140M in assets under management.

Peak Investment Advisors, INC.

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

38 clients

Average Client Portfolio

$3.7M average

Assets Under Management

$139.6M

Fee Structure

Minimum Investment:$500K

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.00%

Annual management fees are typically 1.0% of assets, but may be more or less, depending upon the level of service provided, account size and type of investments. Investment management fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

5825 Delmonico Drive, Suite 310, Colorado Springs, CO, 80919

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History

Regulatory History (1)

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Regulatory

November 2019

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Peak Investment Advisors, INC.

January 1999 - Present · 27 yrs 4 mos

State Registrations2 states

COFL

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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