PEAK WEALTH MANAGEMENT LLC
Nashua, New Hampshire
5.0
1 Review
Based out of Nashua, NH, Peak Wealth Management LLC is a small investment advisory firm with three dedicated employees. With an average of $45,060,000 in assets under management per investment advisor, they align closely with the industry average. Their compensation structure offers flexibility, including a percentage of assets under management, fixed fees, and hourly charges. Impressively, Peak Wealth Management LLC boasts over 80 individual clients, entrusting them with over $93,582,000 in assets under management. The firm's primary focus lies in managing the assets of high net worth individuals, although they also have the cap...
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Assets Under Mgmt

$93.58M

Investment Professionals

3

Locations

0

% 401K & Individual

15%

% 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
Selection of other advisers
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