Peak Wealth Management

Retirement Planning Firm in Lafayette, LA

Firm Info
Address: 140 Rue Beauregard suite a, Lafayette, LA 70508, USA
Phone: (337) 456-8480

Firm Size
Assets Under Management: $119.8 million
# of Advisors: 2
# of Clients: 293
Client to Advisor Ratio: 147:1
Average Account Size: $408,742
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Peak Wealth Management LLC Overview

Peak Wealth Management LLC is an investment advisory firm that has been operating since 2020. The firm is headquartered in Nashua, NH, and operates as a registered investment advisory firm that offers investment advice only. Its fee arrangement is fee-only, making it a reliable and trustworthy option for clients seeking financial advice and management. Peak Wealth Management LLC provides a range of services to individuals and small businesses. Its services include financial planning, where the firm works with clients to create a comprehensive financial plan that will help them achieve their goals. The firm also offers portfolio management, where it manages the investment portfolios of its clients to maximize their returns. The firm's investment strategies are tailored to suit the unique needs of each client. Another service offered by Peak Wealth Management LLC is the selection of other advisors. This service helps clients who require specialized financial advice or management by selecting the most appropriate advisors to work with. The firm has an excellent track record of providing top-quality investment advice and management services, which have helped its clients achieve their financial goals. Overall, Peak Wealth Management LLC is an ideal choice for anyone seeking a reliable, trustworthy, and experienced investment advisory firm.

PEAK WEALTH MANAGEMENT LLC caters to a diverse range of clients seeking comprehensive financial management solutions. This includes individual investors looking to maximize their earnings, as well as high net worth individuals who require sophisticated and personalized services to meet their specific needs and goals. With a commitment to excellence and a focus on building long-term relationships with clients, PEAK WEALTH MANAGEMENT LLC strives to deliver exceptional results through innovative investment strategies and exceptional customer service. PEAK WEALTH MANAGEMENT LLC offers a variety of fee structures depending on the type of services provided. For ongoing account management, clients can choose a percentage of assets under management (AUM) fee. This fee is calculated as a percentage of the total value of the client's investment portfolio and is typically assessed on a quarterly basis. In addition, clients may opt for fixed fees for specific services, such as financial planning or estate planning. Fixed fees offer a predictable and transparent cost structure that helps clients budget for their financial needs. Regardless of which fee structure clients choose, they can be assured that they are receiving expert guidance and support from a trusted financial advisor.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Peak Wealth Management LLC is generally $250,000 as stated in their Part 2 Brochure note about investment minimums. However, this amount may be reduced at the sole discretion of the Advisor.

How This Office Can Help Lafayette, LA Residents

Peak Wealth Management is a trusted financial advisory firm that provides a comprehensive range of services to clients in Lafayette, LA. The firm specializes in assisting clients with retirement planning, estate planning, tax planning, and investment management. With their experienced team of professionals, Peak Wealth Management helps clients navigate the complex world of financial planning, providing tailored solutions that meet each client's individual needs and goals. For individuals and families living in Lafayette, LA, Peak Wealth Management understands that they may be facing unique financial situations. Some may be looking to retire and need a solid plan in place to ensure they have enough income to sustain their lifestyle. Others may be dealing with the complexities of building and managing their wealth or looking for ways to reduce their tax burden. With their in-depth knowledge of the local market and financial landscape, Peak Wealth Management is well-equipped to provide personalized guidance that addresses the unique challenges and opportunities that residents of Lafayette, LA may face.

To view the Minimum Investment and Fee Schedule for Peak Wealth Management LLC, visit their Part 2 Brochure.

Services Offered by Peak Wealth Management LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Peak Wealth Management LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 140 Rue Beauregard suite a, Lafayette, LA 70508, USA
Phone (337) 456-8480
Directions
Google My Business Reviews:
4 Stars  |  3 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 20 TRAFALGAR SQ, SUITE 404, NASHUA, NH 3063, United States

This firm has no other locations.

State Registrations

Peak Wealth Management LLC is registered to service clients in the following states:

  • Massachusetts
  • New Hampshire
  • Texas

Disciplinary History

Peak Wealth Management LLC does not have any disclosures. Please visit it's Form ADV for more details.