Peak Financial Planning (PFP) offers investment management and financial planning services. Investment management involves creating and managing tailored portfolios based on your goals and risk tolerance. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, retirement planning, risk management, and tax strategies. PFP also provides educational seminars on various financial topics.
Assets Under Management$75M
Clients64
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...