Our Fees

At Old Peak Finance, we provide comprehensive financial planning and investment management. We designed our fee structure to reflect these two complementary services. We are a fee-only firm, meaning we do not charge based on product sales.

We charge new clients an annual financial planning fee of $10,000. In addition, we charge a fee of 0.3% on assets we manage, up to $20M, and 0.05% on assets over $20M.

For example, a client with $3 million under management would pay an annual fee of $10,000 + $9,000 = $19,000.

All clients pay quarterly, in arrears.

We do not offer project-based or 1-time engagements.