Clint Pekrul
Clint Pekrul is a CFA-designated registered investment advisor at Peak Capital Management, LLC, based in Greenwood Village, CO, with 21 years of industry experience. Clint operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 110 clients with $170M 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 | 1.00% |
Annualized fees generally range from 0.60% to 1.00% based on the value of your portfolio and other considerations. All fees are negotiable.
Fee Estimator
Location
9250 East Costilla Avenue, Suite 430, Greenwood Village, CO, 80112
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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.
Learn about disclosures →Employment History
Current Registrations
Peak Capital Management, LLC
Previous Registrations
Curian Capital, LLC
State Registrations1 state
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
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