Donald Burleigh
Donald Burleigh is a registered investment advisor at Peak Capital Management, based in Stuart, FL, with 18 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Tax Planning. Their firm serves 293 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Peak Capital Management offers investment management services where the fee is a percentage of the assets managed, ranging from 1% to 2% annually, depending on the size and complexity of the account. The fee is billed monthly based on the value of the account on the last day of the month. The advisory fee is negotiable. Peak Capital Management also uses Sound Income Strategies, LLC as a sub-advisor for some accounts.
Location
750 SE Indian St., Stuart, FL, 34997
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2005Regulatory
October 1997Other Business ActivitiesSells Insurance
Donald is a managing member and insurance agent at Treasure Coast Financial Group, LLC, where he sells and services insurance products. This takes about a quarter of his time during trading hours.
Employment History
Current Registrations
Peak Capital Management
State Registrations2 states
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.