Peak Wealth Solutions provides financial planning, investment management, insurance services, and financial education to individuals and other entities. Financial plans are updated regularly. Investment decisions are guided by individual risk tolerance and financial goals, and management of accounts will be done on a discretionary basis. Clients wishing to use Peak for investment management purposes do not pay for future and ongoing planning.
Fee Structure
Peak Wealth Solutions charges a fee based on a percentage of the value of your portfolio. The fee ranges from 0.35% to 1.50% per year, depending on the nature of the assets, the services provided, and the amount of assets being managed. The minimum household account size is $400,000, but this may be waived under limited circumstances.