Peak Capital Management, LLC
Assets Under Management
$148.5M
Number of Clients
118
Number of Advisors
4
Average Client AUM
$1.3M
AUM per Advisor
$37.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Peak Capital Management LLC (PCM) is an SEC-registered investment advisor acquired by Shepherd Kaplan Krochuk, LLC (SKK). PCM develops investment strategies designed to manage risk with an absolute return philosophy, seeking returns less dependent on stock and fixed income markets while reducing volatility. They offer tailored investment management and financial planning services.
Fee Structure
PCM's advisory fees are based on assets under management, ranging from 0.6% to 1% annually, paid quarterly. Fees are negotiable, and a minimum investment of $500,000 is generally required, but may be waived. Financial planning fees range from $500 to $15,000 based on complexity. Sub-advisory fees range from 0.25% to 0.55% annually. Research and trade signal fees range from 0.1% to 0.35% annually.
Areas of Practice
Location
9250 East Costilla Avenue, Suite 110, Greenwood Village, CO, 80112