PEAK WEALTH MANAGEMENT, LLC
Plymouth, Michigan
5.0
100 Reviews
Peak Wealth Management, LLC is a small investment advisory firm based out of Plymouth, MI, specializing in providing comprehensive investment solutions. With a team of three dedicated professionals, they offer personalized investment advisory services to a diverse client base. On average, each investment advisor at Peak Wealth Management, LLC manages approximately $76,000,000 in assets under management, aligning with the industry average. Their compensation structure encompasses various methods, including a percentage of assets under management and fixed fees. Notably, around half of their assets under management originate from e...
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Assets Under Mgmt

$228M

Investment Professionals

3

Locations

0

% 401K & Individual

53%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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