Pinnacle Peak Capital Management (PPCM) offers asset management services to individuals and high-net-worth individuals. PPCM manages equity portfolios with optional use of equity options, including covered calls, cash-secured sold puts, and long options. PPCM does not use futures or invest in traditional fixed income. PPCM works with clients to tailor portfolios to meet their specific investment parameters, time horizon, risk tolerance, and return objectives.
Assets Under Management$1.8M
Clients3
Advisors1
Avg. per Client$580K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
If a client chooses to utilize options, the fee is 1.5% on the first $2,000,000 and 1.25% thereafter. PPCM reserves the right to discount fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...