48 Peaks Wealth Advisors offers investment management services where they determine the securities to buy or sell, but require client approval before executing any trades. They work with Buckingham Strategic Partners for trade processing, fee collection, and research. 48 Peaks may also recommend third-party managers. Investment strategies are tailored to individual client goals and risk tolerance. Clients can impose restrictions on investments.
Assets Under Management$7.3M
Clients41
Advisors1
Avg. per Client$180K
Avg. per Advisor$7.3M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable for accounts over $1,000,000. 48 Peaks also uses third party managers with different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...