Peak Financial Partners provides financial planning, wealth management, and insurance services. They create customized plans based on your risk tolerance and financial information, including investments, mortgages, college savings, and retirement funds. They manage investment portfolios, including IRAs, trusts, 401(k)s, 529 plans, annuities, and life insurance investment vehicles. The firm also sells insurance policies.
Assets Under Management$16M
Clients47
Advisors1
Avg. per Client$330K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Peak Financial Partners manages client funds for a percentage of assets. The annual fee generally ranges from 0.8% to 2%, depending on the complexity and size of your account. Fees are paid in advance each quarter. If you terminate the account, the fee is refunded on a pro-rated basis.
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