Peak Wealth Planning provides personalized financial planning and investment management services. Financial planning covers investment planning, retirement income planning, college planning, estate planning, insurance review, and tax strategy planning. Investment management includes portfolio risk review, asset allocation, and portfolio management. Peak Wealth also advises on workplace retirement accounts.
Assets Under Management$66M
Clients30
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $7.5M | 1.00% |
| $7.5M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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