ClearPeak Capital Management offers investment management services where they make investment decisions for you. They work with individuals to determine their financial goals, risk tolerance, and time horizon. Investment strategies are tailored to these factors. ClearPeak Capital does not sponsor wrap fee programs.
Assets Under Management$2.7M
Clients26
Advisors1
Avg. per Client$110K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.25% |
| $3M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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