Pricing
Fee Structure - Tailored To Your Individual Needs
Planning Fees Only
We charge you a fixed, flat fee calculated by taking 0.4% of your net worth plus 0.3% of your adjusted gross income. You get financial advice covering any and all planning areas that best meet your unique individual needs — and we’ll never sell you products or investments that you don’t need.
Investments Only
You pay us between 0.60% and 1.1% per year of assets that we manage in your best interests. You get unique, tailored portfolios using low (or no) cost investment options from leading investment companies invested according to your individual needs, crafted to meet your short, medium, and long-term goals, and monitored on an ongoing basis to ensure they remain in-line with the most efficient paths aimed toward achieving your ideal outcomes. Let us do all the work.
Combined
The sweet spot. You pay a combination fee calculated from 0.4% of your net worth, 0.3% of your adjusted gross income, and receive a 0.20% reduction of our asset management fee for assets that we manage on your behalf. This popular option includes all planning and investing features noted in the other packages and represents a great way to bring peace of mind surrounding the entirety of your financial matters, allowing you to know that everything is working according to plan.
Choose Which WOrkS Best For YOu
All Fee Structures Feature:
Peakview Strategies offers clear, transparent pricing. Know exactly what you’ll pay before you move forward with anything, no matter how big or small. The ONLY compensation we receive is from client-paid fees, removing conflicts of interest from the very beginning of our relationship.
Increasingly a buzzword, we act in a fiduciary capacity. That means we’re obligated contractually and morally to always act in your best interests, and any recommendations we make come with that in mind. We believe that ongoing, fiduciary advice to our clients sets us apart from the transactional insurance and investment advisors who only get paid when you buy something from them.
As a valued client of Peakview Strategies, you’ll have access to a carefully planned menu of meetings designed to keep you focused on your progress toward your goals, but sometimes even that’s not enough. That’s why you receive access to ask unlimited questions via e-mail as needed, the ability to schedule off-cycle meetings. Our leading-edge tools also allow you to see exactly where everything you have is, and how it’s doing from anywhere in the world at a moment’s notice. That’s what we call peace of mind.
At Peakview Strategies, we realize that not everyone is a multi-millionaire (yet), or that not everyone is always able to pay what could seem like a large annual planning fee in one stroke. That’s why we have no minimum investment account size, and we work hard for our clients of all sizes. We believe that for those that haven’t ‘made it’ yet, our unique value proposition (including all of our tools, and techniques) is one of the keys to getting there sooner rather than later so it makes sense to do our best to meet you where you’re at today and grow together. We also offer convenient monthly payment arrangements that are flexible to fit your budget and lifestyle.
FAQ's
Unequivocally, yes. Our clients receive unbiased, fiduciary advice. Because we’re independent, we work only for the benefit of our clients, and the only compensation we receive is directly from our clients.
Absolutely–don’t hesitate to contact us and we’ll be happy to help you figure out exactly what it would cost to work with us. Before you come on board as our newest client, you’ll also get a full detail of the planning and investment fees to be charged.
Full planning clients can receive advice that applies to them from topics listed on our menu of services. You can also review our process, which lays out the cycle that planning clients explore each year, which typically include a variety of meetings, timely communications, and reminders on to-do list items to make sure they get done. We also offer convenient support via e-mail to answer questions (big or small!) as they come up. We’re here to help you succeed.
Investment management clients receive ongoing advice limited to the accounts we manage for them.
Our fees are payable in your choice of monthly or annual installments. You can pay with your choice of ACH, credit card, or we can even deduct your fees directly from any investments that we manage for you. These options allow you tremendous flexibility in keeping your world moving forward and in keeping the cost of our services more closely tied to your regular cash flow.