Peak Financial Management is a registered investment advisor located in Wellesley, Massachusetts, offering portfolio management and financial planning services. Peak Financial Management designs personalized model portfolios tailored to individual risk tolerance, time horizons, and investment goals, utilizing a range of investments including stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. In addition to managing investments, Peak Financial Management provides comprehensive financial planning covering family records, cash flow, taxes, insurance, retirement, and estate planning. Peak Financial Management acts as a fiduciary, meaning the firm is legally required to act in your best interest. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees, account minimums, and payment terms are negotiable depending on unique situations such as family holdings or aggregate related portfolio size.