Evan Salke is a registered investment advisor at Alpine Peaks Consulting, based in Alpine Meadows, CA, with 15 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alpine Peaks Consulting charges a flat fee for a simple financial overview and plan, including portfolio recommendations and 3 hours of consultation time. For active portfolio management or more complex financial planning, a higher flat fee will be negotiated.
Location
Alpine Meadows, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evan operates Alpine Peaks Consulting as CEO and sole proprietor, offering IT consulting, accounting/database system setup, and web design. He spends about a quarter of his time on this non-investment-related business, including about an hour per day during trading hours.
Employment History
Current Registrations
Alpine Peaks Consulting
State Registrations1 state
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