Pinnacle Peak Wealth Management provides financial planning and portfolio management services. Financial planning covers cash flow, retirement, education, tax, and estate planning. Portfolio management implements investment strategies based on your risk profile and goals. Pinnacle Peak manages portfolios on a discretionary or non-discretionary basis.
Assets Under Management$31M
Clients23
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable. Accounts within the same household can be aggregated for fee discounting.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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