Peak Asset Management, LLC
Assets Under Management
$910.0M
Number of Clients
322
Number of Advisors
13
Avg. Portfolio per Client
$2.8M
Avg. Managed per Advisor
$70.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Peak Asset Management offers investment management and financial planning services. Investment management includes investment analysis, asset allocation, portfolio statements, and ongoing monitoring. Financial planning is included with investment management services, and stand-alone financial planning is offered under a separate agreement. Peak uses various methods of analysis, including fundamental, technical, and qualitative analysis, and offers different portfolio management strategies.
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% |
At Peak's discretion, asset amounts in accounts from the same household may be aggregated to determine the advisory fee. An employee’s family related account may be charged a reduced fee for our services.
Fee Estimator
Areas of Practice
Location
1371 E. Hecla Drive, Suite A, Louisville, CO, 80027