Lone Peak Asset Management provides portfolio management, financial planning, and pension consulting services. Portfolio management includes setting investor goals, developing an investment policy, and recommending asset allocation and investments. Financial planning covers areas like retirement, education funding, insurance, and tax planning. For businesses, Lone Peak offers analysis and management of employee benefit programs.
Assets Under Management$19M
Clients21
Advisors1
Avg. per Client$900K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable, subject to the discretion of the firm's Director.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...