Alpine Peaks Consulting is a registered investment advisor operating as a sole proprietorship led by Evan Salke in Tahoe City, California. The firm offers personalized investment advisory services, financial planning, retirement and educational savings strategies, equity and bond analysis, and portfolio construction tailored to each client's risk tolerance, tax situation, and financial goals. Alpine Peaks Consulting serves individuals, high net worth individuals, families, and small business entities without requiring any minimum investment amount.
Fee Structure
Alpine Peaks Consulting charges custom fees negotiated directly with each client, starting with a basic flat rate of $2,000 that includes a financial plan, portfolio recommendations, and 3 hours of consultation. Active portfolio management or more sophisticated financial planning requires higher negotiated rates. Fees are generally billed quarterly in arrears, and all fees are subject to negotiation.