Grant Bugner is a CFP-designated registered investment advisor at Peak Asset Management, LLC, based in Louisville, CO, with 5 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 342 clients with $1B 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% |
Fees and account minimums may be negotiated at the firm's discretion. The firm imposes a minimum annual fee of $11,125.
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 →Other Business Activities
Grant owns rental/investment property in Denver, CO, dedicating minimal time. He is also the Board President of the Listen Foundation, which assists children who are deaf and hard of hearing, spending a few hours per week.
Employment History
Current Registrations
Peak Asset Management, LLC
Previous Registrations
Morganrosel Wealth Management, LLC
State Registrations2 states
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
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