Benjamin Graybow
Benjamin Graybow is a registered investment advisor at Peak Capital Management, based in Stuart, FL, with 5 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Tax Planning. Their firm serves 293 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Peak Capital Management offers investment management services where the fee is a percentage of the assets managed, ranging from 1% to 2% annually, depending on the size and complexity of the account. The fee is billed monthly based on the value of the account on the last day of the month. The advisory fee is negotiable. Peak Capital Management also uses Sound Income Strategies, LLC as a sub-advisor for some accounts.
Location
750 SE Indian St., Stuart, FL, 34997
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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 →Other Business ActivitiesSells Insurance
Benjamin is an independent licensed insurance agent selling insurance and annuities. This activity is investment-related.
Employment History
Current Registrations
Peak Capital Management
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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