Keith Witkowski is a CFP-designated registered investment advisor at Peak Wealth Solutions, based in Pepper Pike, OH, with 7 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 688 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Peak Wealth Solutions charges a fee based on a percentage of the value of your portfolio. The fee ranges from 0.35% to 1.50% per year, depending on the nature of the assets, the services provided, and the amount of assets being managed. The minimum household account size is $400,000, but this may be waived under limited circumstances.
Location
30195 Chagrin Blvd., Suite 360, Pepper Pike, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Peak Wealth Solutions
State Registrations1 state
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