Peak Financial Management (PFM) provides financial planning, consulting, investment management, and retirement plan services. PFM's Start to Finish Planning Program is tailored to clients' financial needs and situations, offering consulting, coaching, and investment management. PFM manages investments on a discretionary basis, allocating assets among mutual funds, ETFs, and individual securities. PFM also provides retirement plan consulting for employers and plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000. For clients who began using PFM's services prior to April 2021, the fees are: - Up to $250,000: 1.80% - $250,000 - $500,000: 1.60% - $500,001 - $1,000,000: 1.25% - $1,000,001 - $2,000,000: 1.00% - $2,000,001 - $5,000,000: 0.90% - Above $5,000,000: Negotiable