Old Peak Finance helps individuals and families reach their financial goals through financial planning and investment management. Old Peak is a fee-only advisor, meaning they are only paid for their time and do not receive commissions. Old Peak acts as a fiduciary, putting clients' interests first. They focus on asset class investing, using diversified mutual funds and ETFs to build portfolios.
Assets Under Management$710M
Clients176
Advisors7
Avg. per Client$4.1M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 0.30% |
| $20M+ | 0.05% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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