Center Peak Financial Services provides investment management, financial planning, consulting, and retirement plan services to individuals, families, and businesses. They offer both discretionary and non-discretionary investment management. Financial planning covers areas like retirement, insurance, and tax planning. Consulting services analyze client investment holdings and provide recommendations. They primarily invest in equities, debt securities, mutual funds, and ETFs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.10% |
| $2.0M - $2.5M | 1.00% |
| $2.5M - $3.0M | 0.95% |
| $3.0M - $3.5M | 0.90% |
| $3.5M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. The entire household portfolio is billed at the percentage associated with the tier that corresponds to the client’s total billable assets under care with the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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