Lone Peak Advisers (LPA) provides investment advice and financial planning to individuals, high-net-worth individuals, trusts, estates, 401(k)s, charities, and businesses. LPA creates investment plans based on each client's financial situation, risk tolerance, and goals. LPA typically manages investments with the authority to make trades without asking you first, but can also work with clients who prefer to make their own investment decisions. LPA may use its own internal or third-party asset managers. LPA also offers financial planning services for a fee, creating a written plan to help clients achieve their financial goals.
Fee Structure
Lone Peak Advisers charges an annual fee for managing your investments. This fee covers investment advice, communication, and back-office support. The total fee, including any fees paid to outside asset managers, will not exceed 2.9% per year. The exact percentage will be based on the types of investments and the amount of involvement required. Friends, family, and certain charities may receive a discounted rate. You may also be charged additional fees by the company that holds your investments.