Peak Wealth Management (PWM) is a registered investment advisor offering investment management and financial planning services. PWM develops personalized investment plans based on client goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. PWM offers both ongoing and project-based financial planning.
Assets Under Management$39M
Clients50
Advisors1
Avg. per Client$780K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.5M | 0.70% |
| $2.5M - $3.5M | 0.50% |
| $3.5M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Fees are negotiable. Ongoing Financial Planning may be included without an additional fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...