Peak Capital Management provides investment advice tailored to clients' needs, including discretionary asset management, tax services, and estate planning. The firm works with clients to understand their objectives, risk tolerance, and financial situation to develop a suitable investment strategy. Peak Capital Management also uses a sub-advisor, Sound Income Strategies, LLC, for some client accounts.
Fee Structure
Peak Capital Management offers investment management services where the fee is a percentage of the assets managed, ranging from 1% to 2% annually, depending on the size and complexity of the account. The fee is billed monthly based on the value of the account on the last day of the month. The advisory fee is negotiable. Peak Capital Management also uses Sound Income Strategies, LLC as a sub-advisor for some accounts.