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 0.25% on assets we manage. For example, a client with $2 million under management would pay an annual fee of $10,000 + $5,000 = $15,000.
All clients pay quarterly, in arrears.
We do not offer project-based or 1-time engagements.
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