Services Offered

Peak Capital Research & Management is a fee-only fiduciary that offers investment advisory services to individuals, small businesses, trusts, estates, and retirement plans.  Our firm tailors our investment advice to each specific client.  Our firm provides investment advice on mutual funds, ETFs, stocks, and bonds that can be purchased through retail brokerage accounts.

Our firm does not offer or sell any commissioned based products.  This includes insurance, non-traded REITS, and other non-exchange traded products. However, our firm may provide investment advice in regards to securities client's own prior to engaging our services.

 

  • Investment Management
  • Retirement Planning
  • Financial Planning
  • College Savings
  • Behavioral Coaching
  • Financial Education
  • Bond Ladders
  • Cash Management

Peak Capital Research & Management does not offer any tax or legal advice; however, our firm does have the capability to refer clients to appropriate professionals.  Our firm does not accept, nor pay any referral fees.

Fees

Peak Capital Research & Management is acutely aware of the deleterious effects that fees and underlying investment costs can have on investment returns.  Our firm is focused on building portfolios with low cost investments and offering a low investment advisory fee. Our fee schedule is as follows:

The fee schedule is cliffed, meaning that once a client's AUM is above $10 million, all assets are charged 0.40%.  If a client's AUM is above $25 million, all assets are charged 0.35%.

Peak Capital Research & Management may, in our sole discretion, waive or reduce fees under appropriate circumstances.