Peakview Strategies manages investment portfolios based on clients' individual needs and goals. PS also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Clients receive a detailed financial plan designed to achieve their stated financial goals.
Assets Under Management$10M
Clients25
Advisors1
Avg. per Client$400K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable. Investment management fees are reduced by 0.20% for clients who also engage in ongoing comprehensive financial planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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