Three Peaks Capital Management, LLC

Fee-Only (% of Portfolio)

Three Peaks Capital Management provides investment advisory services, primarily asset management, to individuals, high net worth individuals, charitable institutions, foundations, endowments, trust accounts, pension plans, and corporations. Three Peaks specializes in the high yield market, investing in fixed income and equity securities. Investment advice is typically provided on a discretionary basis, where Three Peaks makes all investment decisions for the account, but can be provided on a non-discretionary basis at the client's request.

Assets Under Management$250M
Clients63
AdvisorsN/A
Avg. per Client$4M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable and may vary with other clients.

Fee Estimator
Your Portfolio Value
$500K
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Three Peaks Capital Management, LLC | TrueAdvisor