Peak Asset Management is a registered investment advisor based in Louisville, Colorado, managing portfolios and providing financial guidance for individuals, high-net-worth families, trusts, and businesses. Peak Asset Management builds custom investment portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and cash, tailoring strategies to each client's specific goals, risk tolerance, and time horizon. The firm follows a long-term investment approach, often utilizing value-oriented stock selection and diversified fund strategies, with options for environmentally and socially responsible investing. Comprehensive financial planning—covering retirement, tax strategies, estate planning, and risk management—is included at no additional cost for clients who use the firm's investment management services. Standalone financial planning and retirement plan consulting for businesses are also available. Peak Asset Management generally requires a minimum portfolio size of $1 million and an annual minimum fee of $11,125.
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.