QV
QV

Quinlan Vandekoppel

6 Years of Experience
Greenwood Village, CO

Quinlan Vandekoppel is a registered investment advisor at Peak Capital Management, LLC, based in Greenwood Village, CO, with 6 years of industry experience. Quinlan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 110 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
110 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$165.2M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annualized fees generally range from 0.60% to 1.00% based on the value of your portfolio and other considerations. All fees are negotiable.

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

9250 East Costilla Avenue, Suite 110, Greenwood Village, CO, 80112

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Peak Capital Management, LLC
January 2020 - Present · 6 yrs 9 mos
State Registrations1 state
CO
Advisor

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.

Exams
No exam information available for this advisor.
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