Our Fees
Your Fee-Only Advisory Firm
This means we don’t make any money from commissions. This fee-only approach is directly tied to our role as a fiduciary acting in your best interest.
Our fees are based on the following schedule:
| Assets Managed | Fee |
|---|---|
| First $500,000 | 1.25% |
| Next $500,000 | 1.00% |
| Next $1,500,000 | 0.75% |
| Over $2,500,000 | 0.50% |
To get an estimate of our fee to work with you contact us.
Frequently Asked Questions
What is a Fiduciary?
Along with our personal values and business approach of putting our clients’ best interests first, as a SEC-registered investment advisor under the Investment Advisers Act of 1940, Peak has a fiduciary duty to act in the best interest of our clients. It means every recommendation is based on your goals, your circumstances, and what’s right for you. When you work with a fiduciary, you know the advice you’re getting is objective and designed to help you succeed. It’s a relationship built on trust and accountability, and for many people, that peace of mind is invaluable.
How is Peak Asset Management compensated?
We are a fee-only advisory firm, meaning we receive a fee as compensation for providing investment advisory services to you. This fee is determined by a percentage of the total value of the assets we manage for you. This fee-only approach is directly tied to our role as a fiduciary acting in your best interest.
Our fees are based on the following schedule:
Assets Managed | Fee |
First $500,000 | 1.25% |
Next $500,000 | 1.00% |
Next $1,500,000 | 0.75% |
Over $2,500,000 | 0.50% |
To get an estimate of our fee to work with you, fill out the form at the bottom of this page and we’ll be in touch.
Do You Only Work with Clients in Colorado?
Absolutely not! We have strong relationships with clients across the country.
Do You Have a Minimum Asset Requirement?
Our firm has a minimum annual advisory fee of $11,250, equivalent to the annual fee calculated under our fee schedule on $1 million in assets under management. Wealth management encompasses an individualized, comprehensive approach including not only investment management, but also may include areas such as tax planning, estate and legacy optimization, equity compensation analysis, and retirement, financial and transition planning.
What type of financial advisor is best for tech professionals with RSUs and stock options near Boulder?
The best advisor for Boulder-area tech professionals is a fiduciary planner experienced in coordinating RSUs, stock options, AMT, and long-term tax strategy.
How can I reduce taxes as a high-income professional in Colorado?
High-income earners in Colorado reduce taxes through strategic retirement contributions, equity comp planning, tax-efficient investing, and multi-year planning.
What should pre-retirees focus on in the 5-10 years before retirement?
Pre-retirees should focus on optimizing Social Security, reducing taxes, refining spending needs, securing healthcare coverage, and structuring withdrawals for long-term sustainability.
How can a financial advisor help with business succession planning?
A financial advisor can help you determine the value of your business, identify tax-efficient exit strategies, and evaluate whether selling, transitioning to a family member, or transferring ownership to a partner is the right path. They also work closely with your attorney and CPA to structure buy-sell agreements, plan for liquidity needs, and design a transition timeline that protects both your company and your personal finances. With a comprehensive strategy, you can preserve the value you’ve built, reduce tax surprises, and move confidently into the next phase of your life or career.
