High Peaks Wealth Strategies provides investment management services where they manage your investments for you. They also offer ongoing financial planning services at three different tiers, focusing on budgeting and debt management. For investment management, they determine your investment goals, risk tolerance, and time horizon to create a suitable investment strategy. They may also use sub-advisors to manage a portion of your assets.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.75% |
| $100K - $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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