Peak Financial Management INC
Assets Under Management
$452.7M
Number of Clients
341
Number of Advisors
7
Average Client AUM
$1.3M
AUM per Advisor
$64.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Peak Financial Management, Inc. offers continuous advice on investment of client funds based on individual needs. They assign clients a model investment policy and manage portfolios accordingly. They also provide financial planning services, evaluating a client’s current and future financial state to predict future cash flows and asset values.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, charged quarterly. For financial planning services without portfolio management, fees are estimated based on the services provided and complexity, ranging up to $500 per hour. These financial planning fees are generally not negotiable. Fees, account minimums and payment terms are negotiable depending on the client's unique situation.
Areas of Practice
Location
93 Worcester Street, Suite 101, Wellesley, MA, 02481