Eight Peaks Wealth Management offers investment management and financial planning services to individuals, high net-worth individuals, pension and profit sharing plans, charitable organizations, and corporations or other businesses. The firm develops a client's asset allocation target and creates and manages a portfolio based on those targets. Financial planning services are offered on an ongoing or project basis.
Assets Under Management$260K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$260K
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 0.95% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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