Peak Financial Management is an independent fee only investment management and financial planning firm. We do not sell any products that earn commission for us. Our relationship with you is based on one of confidence and trust and the knowledge that we are acting on your behalf alone and no others.
At Peak Financial Management, our compensation is derived from two sources. It comes either from an hourly or a flat fee charged for developing a financial plan, or from an investment management fee, which is based on a percentage of assets managed.
These fees are fully and completely disclosed up front and early in the process, with no hidden fees, loads, or charges.
Our intrinsic philosophy is based on a simple premise that we sit on the same side of the table as you, our client, without any conflict of interest. This same principle, although espoused by many, is practiced by few. Our compensation policies are designed with this principle in mind. Fee only advice simply means our financial success is tied to your overall financial success. The better you do, the better we do!