PeakValley Wealth provides investment management and financial planning services to individuals. They also offer retirement plan services for businesses. As a registered investment advisor, PeakValley Wealth is legally required to act in your best interest. They offer both discretionary and non-discretionary investment management. Financial planning services include retirement, cash flow, debt, education, insurance, tax, and estate planning.
Assets Under Management$130M
Clients169
Advisors4
Avg. per Client$770K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Accounts within the same household can be combined for a reduced fee. The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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