Ten Peaks Partners provides consulting services to retirement plans, including 401(k) plans, helping them with investment objectives, asset allocation, and manager selection. They also offer financial planning to individuals, covering investments, insurance, taxes, retirement, college, and debt. Ten Peaks Partners primarily recommends low-cost mutual funds and ETFs.
Assets Under Management$110M
Clients27
Advisors1
Avg. per Client$4M
Avg. per Advisor$110M
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Fee Structure
Minimum Investment:None
- Financial planning services are offered at an hourly rate of $250 per hour. The fees are negotiable.
Hourly Rate:$250/hr
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