Peak Horizons Capital

Fee-Only (% of Portfolio)Fixed/Hourly

Peak Horizons Capital is a registered investment advisor based in Clearfield, Utah, founded and solely owned by Christopher Janik. The firm specializes in tactical asset management, offering six proprietary investment strategies ranging from conservative to ultra-aggressive, which are adjusted based on market trends. Peak Horizons Capital manages client accounts on a discretionary basis through qualified custodians like Charles Schwab. In addition to ongoing portfolio management, Peak Horizons Capital provides point-in-time consulting services for accounts held away or for specific investment matters.

Assets Under Management$12M
Clients58
Advisors1
Avg. per Client$210K
Avg. per Advisor$12M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are non-negotiable and assessed monthly in arrears.

Fee Estimator
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Location

1 Advisors at this firm

Peak Horizons Capital - Fees, AUM & Advisors | TrueAdvisor