Peak Financial Advisors offers portfolio management and financial planning services. They build portfolios using various investments and adjust them to meet client goals. Financial planning focuses on investments, tax planning, retirement, and other areas. Peak Financial Advisors also offers tax preparation services. They work with clients to understand their financial situation and objectives, but clients are responsible for implementing recommendations.
Assets Under Management$270M
Clients122
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees and how they are charged are negotiable. At our discretion, we can charge a lesser investment advisory fee, charge a flat fee, or waive a fee entirely based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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