Peak Financial Management offers comprehensive wealth management, financial planning, consulting, coaching, and investment management services. The firm designs personalized investment portfolios using mutual funds, exchange-traded funds, individual securities, and independent managers based on Modern Portfolio Theory and fundamental analysis. Peak Financial Management tailors its services to individual client goals, risk tolerances, and time horizons, operating primarily on a discretionary trading basis. The firm serves individuals, trusts, estates, charitable organizations, corporations, and business entities, with specific programs that combine ongoing financial planning with portfolio management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Firm also utilizes alternative schedules for certain programs, such as tiered rates starting at 1.50% down to 0.80% for accounts over $5M, and bundled planning schedules starting at 1.80%. Fees may be negotiated.