Old Peak Finance, a prominent local investment advisory firm headquartered in Chapel Hill, NC, boasts an impressive track record in managing assets for high net worth individuals. With over 70 individual clients and a staggering $405,331,000 in assets under management, the firm has established itself as a trusted partner in wealth management.
At Old Peak Finance, clients benefit from a team of highly skilled professionals who provide personalized investment advisory services. With two offices strategically located in Chapel Hill, the firm ensures accessibility and convenience for its valued clientele.
The compensation structur...
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Assets Under Mgmt
$405.33M
Investment Professionals
7
Locations
1
% 401K & Individual
% Discretionary
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
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