Lone Peak Capital Management, LLC
Assets Under Management
$7.7M
Number of Clients
28
Number of Advisors
1
Average Client AUM
$274K
AUM per Advisor
$7.7M
Compensation
Fee-Only (AUM)
About This Firm
Lone Peak Capital Management, LLC (LPCM) offers four advisory services: Subscription, Sub-Advisory, Third-Party Asset Management, and Retail Client Investment Service. LPCM uses technical and fundamental analysis. Investment strategies may use stocks, mutual funds, ETFs, and variable annuities. LPCM does not have a required minimum account size.
Fee Structure
LPCM offers several service tiers with different fee structures. The Subscription Service is $39/month for clients and $500/month for professionals. Sub-Advisory and Third-Party Asset Management services are both 0.70% annually. Retail Client Investment Management is 1.5% for a Standard Portfolio and 2.2% for a Tactical Portfolio. These fees are paid quarterly in arrears. LPCM does not negotiate its management fee, but does offer discounts to select friends, employees, family and large associated groups (group discounts).
Areas of Practice
Location
2901 Bluegrass Blvd, Suite 200, Lehi, UT, 84043