Crystal Latorial Roseman

Peak American Investment Advisors, INC.

16 Years of Experience

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Firm Information

Peak American Investment Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

13 advisors

Number of Clients

305 clients

Average Client Portfolio

$255K average

Assets Under Management

$77.7M

Fee Structure

Minimum Investment:$30K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.45%
$250K - $500K	1.25%
$500K - $1.0M	1.20%
$1.0M - $1.5M	1.00%
$1.5M - $3.0M	0.90%
$3M+	0.85%

Fees are negotiable. Maximum annual fee for services provided through sub-advisors' platforms will never exceed 2%.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$498 - $2,900

Investment advisory fees are based on a percentage of assets under management, as detailed in the fee schedule. Financial planning services are offered for a fixed fee of $2,900. Estate planning services are also offered for fixed fees. Advisory agents may receive commissions from insurance sales. A minimum account size of $30,000 is required.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningInsurance Planning

Advisor Information

Office location

1422 S Tryon Street, Charlotte, NC, 28203

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Regulatory History (1)

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