Peak Financial Guidance (PFG) offers investment advice, including reviewing client goals, recommending asset allocation strategies, and preparing written investment strategies. PFG provides both discretionary and non-discretionary investment management services through managed accounts. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. PFG also offers access to estate planning documents through wealth.com.
Assets Under Management$89M
Clients209
Advisors4
Avg. per Client$420K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 1.35% |
| $125K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.65% |
| $5M+ | 0.55% |
All assets are charged at one level. Financial planning is included in asset management fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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