White Peaks Asset Management, founded in 2000 and led by Charles Bernard, provides personalized investment management and supervisory services exclusively for individuals. The firm conducts an in-depth discovery process to understand each client's goals, risk tolerance, time horizon, and financial situation, building customized portfolios that are updated as market conditions or life circumstances change. White Peaks Asset Management uses a disciplined long-term research process, examining public filings, earnings calls, and third-party research, and may occasionally utilize concentrated positions, leverage, and derivatives for hedging or return enhancement. The firm operates as a registered investment advisor based in Denver, Colorado.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally 1% for discretionary accounts and may vary depending on account size, services provided, and portfolio complexity. Fees are paid quarterly in arrears based on average daily asset values.