Steven Schnobrich is a registered investment advisor at Peak Wealth Management LLC, based in Nashua, NH, with 4 years of industry experience. Steven 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 208 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Peak Wealth Management charges a percentage of your portfolio each year for investment management and financial planning services. The exact percentage depends on the complexity of the services, the amount of assets managed, and your overall relationship with Peak Wealth Management. Fees may be negotiable.
Location
20 Trafalgar Sq, Suite 404, Nashua, NH, 03063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the President of Bogey Bag, LLC since 2018, a non-investment related business creating a novelty golf product. He spends time on research, logistics, manufacturing, and advisory board communication.
Employment History
Current Registrations
Peak 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.