Peak Wealth Group (PWG) offers personalized financial planning and investment management services. PWG provides advice through consultations to determine financial objectives, identify financial problems, manage cash flow, review insurance, manage investments, plan for education and retirement, and plan estates. PWG does not sell commissioned products, but its representatives may be affiliated with entities that do.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.5M | 2.50% |
| $2.5M - $5.0M | 2.50% |
| $5M+ | 2.50% |
Clients can select a tiered or linear fee structure. For a tiered structure, each level of assets is charged its own corresponding percentage rate. For the linear structure, the fees are decreased as a client's assets grow and breakpoints are met. Once a breakpoint has been met all of the assets back to dollar one are then charged at the new lower percentage rate.