Bear Peak Financial, LLC offers investment advice to individuals, high net worth individuals, and corporations. Bear Peak Financial also provides financial planning services, including retirement and college planning. Bear Peak Financial creates customized investment solutions based on each client's financial situation and investment objectives. Recommendations will allocate assets to various classes according to historical and projected risks and rates of return. Clients have the opportunity to accept or reject any recommendations.
Assets Under Management$3.7M
Clients12
Advisors1
Avg. per Client$310K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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