Margna Peak Advisors provides investment services, including discretionary and advisory portfolio management. For discretionary accounts, Margna Peak Advisors manages investments based on the client's investment objectives. For advisory accounts, Margna Peak Advisors provides investment advice, but the client makes the final investment decisions. Margna Peak Advisors does not accept custody of client funds.
Assets Under Management$370M
Clients48
Advisors2
Avg. per Client$7.8M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Margna Peak Advisors charges an annual fee based on the value of your portfolio, billed quarterly.
- For discretionary portfolio agreements, the fee is 1.00% per year.
- For advisory portfolio agreements, the fee is 1.10% per year.
For portfolios under $1 million, there is a minimum fee of $2,500 per quarter, which continues until the portfolio exceeds $1 million.
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