Preston Gee is a registered investment advisor at Peak Wealth Management, LLC, based in Plymouth, MI, with 4 years of industry experience. Preston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 669 clients with $350M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
The above management fee is separate and distinct from Envestnet’s fee, which can be up to an annual fee of 0.42% of the assets under management. The exact Envestnet fee will be disclosed to the client in the Envestnet client Agreement. Additionally, the management fee is separate from any brokerage commissions, transaction fees, and other related costs and expenses. Clients pay an asset-based annual custodian fee of 0.22% per year based on the client’s assets under management.
Fee Estimator
Location
41011 Ann Arbor Road, Plymouth, MI, 48170
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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 Activities
Preston owns rental real estate property. This non-investment related activity takes minimal time.
Employment History
Current Registrations
Peak Wealth Management, LLC
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.