Peak American Investment Advisors, INC.
Assets Under Management
$77.7M
Number of Clients
305
Number of Advisors
13
Average Client AUM
$255K
AUM per Advisor
$6.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Peak American Investment Advisors offers discretionary portfolio management, third-party advisor recommendations, financial planning, educational workshops, and estate planning services. Investment strategies are tailored to client objectives, risk tolerance, and financial situations. The firm also has sub-advisory relationships with other registered investment advisors.
Fee Structure
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
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.
Areas of Practice
Location
2400 Dallas Parkway, Ste 100, Plano, TX, 75093