Peak Investments offers personalized investment management to individuals, pension and profit-sharing plans, and small businesses. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and legacy planning. Peak Investments also works with plan sponsors and employees for qualified retirement plans.
Assets Under Management$5.7M
Clients8
Advisors1
Avg. per Client$710K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee, or clients with multiple accounts may receive a reduced fee. Different fee schedule for qualified retirement plans.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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