Lone Peak Capital Management is an investment advisory firm founded in 2014 and based in Lehi, Utah. The firm provides investment management services directly to individual retail clients, as well as subscription-based market updates and sub-advisory or third-party asset management services for other financial professionals and registered investment advisors. For retail clients, Lone Peak Capital Management builds and manages diversified portfolios using stocks, mutual funds, exchange-traded funds, and variable annuities, tailoring investments to the client's risk profile through standard or tactical models. The firm uses a combination of technical and fundamental analysis to monitor market trends, adjusting asset allocations between equities, money markets, and bond funds depending on market health.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard Portfolio fee is 1.50% annually; Tactical Portfolio fee is 2.20% annually. Fees are paid quarterly in arrears and are negotiable at Lone Peak Capital Management's discretion.