Mountain PEAK Wealth Advisors provides investment advice and financial planning services to individuals, high net worth individuals, trusts, and estates. Mountain PEAK creates customized investment strategies based on client goals, risk tolerance, and financial situations. They manage investments internally using mutual funds, ETFs, and individual securities, or may recommend independent managers. They also offer financial planning services covering investment, retirement, and education planning.
Assets Under Management$85M
Clients119
Advisors3
Avg. per Client$710K
Avg. per Advisor$28M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.25% |
For assets managed through Congress Wealth, the annual rate is higher: Up to $500,000: 1.70%, $500,000 to $1,000,000: 1.45%, $1,000,001 to $2,500,000: 1.05%, $2,500,001 to $5,000,000: 0.85%, Over $5,000,000: 0.70%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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