Peak Capital Research & Management, LLC
www.peakcapital.usPeak Capital Research & Management is a fee-only wealth management firm. The firm was founded on the principle that client's should receive independent and objective advice to help reach their investment goals. Our firm strives to provide the client with the most transparent and conflict free advice as possible. Peak Capital Research & Management is a fiduciary and the interest of the client's always comes first. Our firm does not receive commissions from selling our client's a product or initiating trades in our client's accounts. Our firm does not benefit or earn additional compensation by utilizing a specific company's financial products. Peak Capital Research & Management earns our fee based upon a percentage of the client's assets under management. Our firm believes that the fee-only model best aligns our client's and our interest. Peak Capital Research & Management offers investment advisory services to individuals, small businesses, trusts, estates, and retirement plans. Our firm tailors our investment advice to each specific client. Our firm provides investment advice on mutual funds, ETFs, stocks, and bonds that can be purchased through retail brokerage accounts. TESTIMONIALS ARE NOT PERMITTED BY LAW: The Securities and Exchange Commission (SEC) and the State of Arizona prohibits testimonials. As an investment advisory representative of Peak Capital Research and Management, I cannot display any testimonials of any kind, including LinkedIn Endorsements or Recommendations related to this position. While I thank you for sharing your satisfaction about Peak Capital Research and Management with your friends and colleagues, please do not post it publicly on this or any other website. We do not solicit testimonials and cannot be responsible for them. Per SEC and State regulations, any posts that can be interpreted as testimonial will, respectfully, be removed; therefore, you will not find any quotes from satisfied clients posted on any public site.
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Peak Capital Research & Management is a fee-only wealth management firm. The firm was founded on the principle that client's should receive independent and objective advice to help reach their investment goals. Our firm strives to provide the client with the most transparent and conflict free advice as possible. Peak Capital Research & Management is a fiduciary and the interest of the client's always comes first. Our firm does not receive commissions from selling our client's a product or initiating trades in our client's accounts. Our firm does not benefit or earn additional compensation by utilizing a specific company's financial products. Peak Capital Research & Management earns our fee based upon a percentage of the client's assets under management. Our firm believes that the fee-only model best aligns our client's and our interest. Peak Capital Research & Management offers investment advisory services to individuals, small businesses, trusts, estates, and retirement plans. Our firm tailors our investment advice to each specific client. Our firm provides investment advice on mutual funds, ETFs, stocks, and bonds that can be purchased through retail brokerage accounts. TESTIMONIALS ARE NOT PERMITTED BY LAW: The Securities and Exchange Commission (SEC) and the State of Arizona prohibits testimonials. As an investment advisory representative of Peak Capital Research and Management, I cannot display any testimonials of any kind, including LinkedIn Endorsements or Recommendations related to this position. While I thank you for sharing your satisfaction about Peak Capital Research and Management with your friends and colleagues, please do not post it publicly on this or any other website. We do not solicit testimonials and cannot be responsible for them. Per SEC and State regulations, any posts that can be interpreted as testimonial will, respectfully, be removed; therefore, you will not find any quotes from satisfied clients posted on any public site.
Read moreCountry
State
Arizona
City (Headquarters)
Scottsdale
Industry
Employees
1-10
Founded
2016
Social
Employees statistics
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Chief Compliance Officer , Chief Information Officer , Founder
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