Peak Investment Coaching provides personalized financial planning and acts as a secondary advisor with Matson Money, Inc. to primarily individuals and pension plans. Advice is provided through consultation with the client and may include determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Peak Investment does not sell commissioned products.
Fee Structure
Peak Investment Coaching acts as a secondary advisor with Matson Money, Inc. to manage client accounts. Peak Investment receives management fees collected by Matson Money. The annual fee ranges from 0.25% to 1% of the assets. The fee is negotiable based on the amount of assets and the Model Portfolio chosen.