TrueAdvisor
TrueAdvisor
CR
CR

Crystal Latorial Roseman

Peak American Investment Advisors, INC.
16 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate Planning
Peak American Investment Advisors, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
305 clients
Average Client Portfolio
$255K average
Assets Under Management
$77.7M

Fee Structure

Minimum Investment:$30K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.45%
$250K - $500K1.25%
$500K - $1.0M1.20%
$1.0M - $1.5M1.00%
$1.5M - $3.0M0.90%
$3M+0.85%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

1422 S Tryon Street, Charlotte, NC, 28203

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History

Regulatory History (1)
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Financial
March 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Peak American Investment Advisors, INC.
September 2025 - Present · 5 mos
Previous Registrations
Fisher Investments
June 2025 - September 2025 · 3 mos
Capitalwize, LLC
January 2025 - June 2025 · 5 mos
Lincoln Financial Advisors Corporation
August 2020 - May 2023 · 2 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
August 2020 - May 2023 · 2 yrs 9 mos
Nationwide Investment Advisors, LLC
October 2012 - August 2020 · 7 yrs 10 mos
Nationwide Investment Services CorporationBroker
September 2012 - August 2020 · 7 yrs 11 mos
Tiaa-Cref Advice and Planning Services
April 2012 - September 2012 · 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2007 - September 2012 · 4 yrs 10 mos
Fidelity Investments Institutional Services Company, INC.Broker
March 2007 - November 2007 · 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.