3 Peaks Financial Advisors offers ongoing portfolio management, personalized financial planning, and consulting services. The firm designs customized investment strategies based on each client's goals, risk tolerance, and time horizon, utilizing prebuilt and custom asset allocation models primarily through LPL Financial. 3 Peaks Financial Advisors helps clients with retirement strategies, cash flow analysis, tax reduction strategies, estate preservation, and risk management. The firm serves individuals, high-net-worth individuals, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.60% |
| $25K - $50K | 1.40% |
| $50K - $100K | 1.30% |
| $100K - $150K | 1.20% |
| $150K - $250K | 1.15% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.05% |
| $750K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Rates shown are for Optimal Market Portfolios and Premier Asset Allocation Models. Fees are negotiable for accounts of $10,000,000 and above. Other program fee schedules apply for Custom Asset Allocation Models, Premier Investment Plan, Ultra Short Bond, and Non-Model Funds.