Alpine Peaks Consulting offers financial planning, retirement and education savings investing, and portfolio construction based on individual client needs. They can manage your investments for you, or simply provide advice. Clients can place restrictions on their accounts at any time. Alpine Peaks Consulting is owned and operated by Evan Salke.
Assets Under Management$25M
Clients5
Advisors1
Avg. per Client$5M
Avg. per Advisor$25M
Fee Structure
Alpine Peaks Consulting charges a flat fee for a simple financial overview and plan, including portfolio recommendations and 3 hours of consultation time. For active portfolio management or more complex financial planning, a higher flat fee will be negotiated.
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