Fees and Our Fiduciary Responsibility
WE TAKE YOUR FINANCIAL FUTURE SERIOUSLY
Peak Wealth Planning provides fee only services. We charge for the research we do for you, the assets we protect and grow, and the advice we provide. We are not compensated for selling you a specific mutual fund, stock, or other investment product.
Peak Wealth Planning, LLC is a Registered Investment Adviser (RIA). As an RIA, we have a responsibility to act in your best financial interest. Before we recommend a specific investment, we take the time to understand your financial situation and goals. Through a confidential planning process, we work with you to create a financial plan and an Investment Policy Statement (IPS) that guides our recommendations and actions.
Financial Planning is provided on an annual retainer basis. Our annual retainer ranges from $2,400 to $12,000 depending on the complexity of your situation.
Peak Wealth Planning, LLC charges a 1% annual portfolio management fee based on the investments we manage for you.
ETHICS AND STANDARDS
The founder of Peak Wealth is a CFA Charterholder and Peak Wealth adheres to the CFA Institute Code of Ethics and Standards of Professional Conduct.
FOR OTHER DISCLOSURES AND PRIVACY INFO SEE OUR DISCLOSURES & LEGAL INFO PAGE.