Green Peaks Planning manages investment portfolios and offers comprehensive financial planning services for individuals and high net worth individuals. Green Peaks Planning creates personalized investment portfolios based on each client's specific goals, risk tolerance, and tax situation. In addition to investment management, Green Peaks Planning provides financial planning covering retirement, cash flow and debt management, college savings, employee benefits, estate planning, insurance, risk management, and tax planning strategies. The firm is led by Bret Hoffman and operates from offices in Arizona and Nebraska.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are calculated based on the average daily balance of assets under management and paid quarterly in arrears. Fees are negotiable.