Firm
Peak Asset Management
Louisville, Colorado
Fee-only
Facts
| Based in | Louisville, Colorado |
|---|---|
| Website | peakam.com |
| Phone | (303) 926-0100 |
Peak Asset Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"First $500,000 1.25%" source
"This fee is determined by a percentage of the total value of the assets we manage for you." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.0 billion |
| Individual clients | 118 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 106944 |