Cassidy Steck is a registered investment advisor at Peak Asset Management, LLC, based in Louisville, CO, with 6 years of industry experience. Cassidy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 322 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
At Peak's discretion, asset amounts in accounts from the same household may be aggregated to determine the advisory fee. An employee’s family related account may be charged a reduced fee for our services.
Fee Estimator
Location
1371 E. Hecla Drive, Suite A, Louisville, CO, 80027
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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 Asset Management, LLC
Previous Registrations
Britehorn SecuritiesBroker
Pathstone
Crestone Asset Management LLC
LPL Financial LLCBroker
Higgins & Schmidt Wealth Strategies LLC
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Morgan StanleyBroker
Ameriprise Financial Services, INC.Broker
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.