Peak Planning Group is an investment management firm that helps clients build, manage, and preserve their wealth. They offer investment management services, including investment analysis, asset allocation, and ongoing monitoring of client portfolios. They also provide financial planning services, addressing estate, income tax, charitable giving, and wealth transfer objectives. Peak Planning partners with other advisors, such as CPAs and estate attorneys, to ensure a coordinated approach to clients' financial goals.
Fee Structure
Peak Planning Group manages investments for a fee based on a percentage of the value of your portfolio. The exact fee is agreed upon in your investment advisory agreement and can vary based on the size and complexity of your account. The fee is calculated quarterly in advance based on the value of your portfolio. Employees and their family members may receive a reduced fee. Fees may be negotiable.