Five Peaks Financial Consulting, INC.
Assets Under Management
$15.5M
Number of Clients
7
Number of Advisors
1
Average Client AUM
$2.2M
AUM per Advisor
$15.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Five Peaks Financial Consulting, Inc. (FPFC) offers financial planning and investment management services. They help clients set goals, create plans, and select/monitor third-party investment managers. Services include financial planning, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning.
Fee Structure
FPFC's fees are based on the expected time and complexity of services and are negotiable. Fees can be a percentage of assets under management (AUM), hourly charges, or fixed retainer fees. AUM fees range from 0.30% to 1.50%. For example, clients with an annual review schedule can expect to pay 0.80% per year on the first $1,000,000 of assets managed. Hourly rates range from $400 to $500 per hour. Referral fees are 50% of the advisory fees charged by the third-party advisory firm for 3 years, not exceeding 1% of assets.
Areas of Practice
Location
AZ, United States