Pacific Peak Advisors offers investment management services where they manage client portfolios based on their individual needs and goals. They also provide financial planning services, which include a comprehensive evaluation of a client’s current and future financial state, covering areas like cash flow, investments, asset protection, retirement, taxes, estate planning, employer benefits, education, and business planning. Clients also have access to financial consulting services on a more focused basis.
Fee Structure
Pacific Peak Advisors charges an annual fee for investment management services based on a percentage of the value of your portfolio. The fee is calculated at the end of each calendar quarter, taking into account any cash flows.
The annual fee schedule is as follows:
- For Children GC 00 $50,000: 0.00%
- $0.00 to $2,000,000: 1.00%
- $2,000,001 to $5,000,000: 0.80%
- $5,000,001 to $10,000,000: 0.70%
- $10,000,001 to $20,000,000: 0.60%
- $20,000,001+: 0.50%
- Nuveen SMA Managed $10,000,000+: 0.20%
- Nuveen SMA Laddered ALL: 0.25%
- $350,000 to $10,000,000: 0.30%
Pacific Peak may waive or reduce advisory fees for certain clients at their discretion.