Peak Investment Advisors provides investment advisory and financial consulting services to individuals, families, and businesses. They also serve pension funds, banks, trusts, endowments, and estates. Services are tailored to each client's unique situation, risk tolerance, and return objectives. Clients can limit or restrict investments in certain securities.
Assets Under Management$140M
Clients38
Advisors1
Avg. per Client$3.7M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fees are typically 1.0% of assets, but may be more or less, depending upon the level of service provided, account size and type of investments. Investment management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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