At Peak Financial Planning we operate under a Flat Concierge Fee model. In our first year of working together, we charge $5,000. That fee is broken into two components.
A retainer portion of $2,000 which is due upon signing a working agreement.
The $3,000 balance is paid in 12 monthly installments of $250.00 per month.
In exchange for the fee, we provide a proprietary financial planning experience.
We operate as your fiduciary on retainer for 12 months’ time.
For a better understanding of our proprietary financial planning experience, watch our video titled “How Long Does Our Financial Planning Process Take?”
At the end of the initial 12 month period we will shift to our ongoing concierge fee system.
Households for whom we (PFP) manage less than $500,000 of investment assets are charged an ongoing $416.66 per month concierge fee ($5,000 Annually - FLAT).
Households for whom we (PFP) manage more than $500,000 of investment assets pay their respective asset management fee and receive ongoing financial planning and wealth management services at no additional cost.
Continue down the page to read more about our wealth management services and the cost associated with them.
Assets from $0.00 - $999,999.99 are billed at an annual rate of 1.00%
Assets from $1,000,000-$1,999,999.99 are billed at an annual rate of 0.85%
Assets from $2,000,000 -$10,000,000 are billed at an annual rate of 0.75%
Assets above $10,000,000 are billed at an annual rate of 0.50%
.webp)
.webp)
.webp)
