Peak Wealth Planning, LLC manages investment portfolios and provides personalized financial planning on an annual retainer basis. Peak Wealth Planning, LLC focuses on low-cost, well-diversified portfolios using mutual funds, exchange-traded funds, and money market funds, while also offering guidance on workplace retirement accounts and alternative investments. The firm serves individuals, high-net-worth clients, entrepreneurs, and charitable institutions, specializing in comprehensive wealth management.
Assets Under Management$66M
Clients30
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$500K
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% |
Standard investment management schedule. A separate wealth management schedule applies a 1.50% rate on the first $500,000 for clients receiving bundled financial planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
