Peak Financial Consulting provides investment management and financial planning services. For investment management, Peak determines your investment goals, risk tolerance, and time horizon to create a suitable investment strategy. They also offer three levels of financial planning: Simple, Moderate, and Complex, covering areas like cash flow, retirement, education funding, and estate planning. Peak also holds seminars and workshops to educate the public.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.5M | 0.85% |
| $3.5M+ | 0.75% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).