Peak Investment Advisors offers ongoing investment management, tailoring portfolios to individual client needs. They also recommend unaffiliated third-party investment advisors. Peak Investment Advisors monitors client accounts and makes trades when necessary. Clients are responsible for notifying Peak Investment Advisors of any changes to their financial situation or investment objectives.
Assets Under Management$100M
Clients114
Advisors1
Avg. per Client$900K
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.70% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.40% |
| $3M+ | 1.30% |
Standard fees are rarely used; most are negotiated at a lower rate than our standard rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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