About OLD PEAK FINANCE
OLD PEAK FINANCE is a leading financial advisory firm that helps clients achieve their long-term financial goals. With years of experience in the industry, the advisors at OLD PEAK FINANCE are experts in their field and strive to provide the best financial guidance to their clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to each client’s unique goals and needs.
- Assists in creating and implementing comprehensive financial plans.
- Offers ongoing monitoring and adjustment of investments to ensure clients stay on track towards their goals.
- Provides access to a wide range of financial services and products.
Facts and Insights
Here are some key facts and insights about OLD PEAK FINANCE:
- In 2019, OLD PEAK FINANCE had assets under management (AUM) of $1.2 billion.
- They have a team of 25 experienced financial advisors.
- OLD PEAK FINANCE has been in business for over 20 years.
Assets Under Management, Number of Advisors and Time in Business:
| 2019 | |
|---|---|
| Assets Under Management | $1.2 billion |
| Number of Advisors | 25 |
| Time in Business | Over 20 years |
Financial Services Offered
OLD PEAK FINANCE offers a comprehensive range of financial services to meet their clients’ diverse needs. Some of these services include:
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
- Debt management
Client Types
OLD PEAK FINANCE caters to a variety of clients, including:
- Individuals
- High net worth individuals
- Families
- Small business owners
Fees & Compensation
To ensure transparency and accountability, OLD PEAK FINANCE works on a fee-based compensation structure. This means that the advisors are compensated based on a percentage of the client’s assets under management. This encourages the advisors to work in the client’s best interest as their compensation is directly tied to the performance of their investments.
Background
The team at OLD PEAK FINANCE is made up of highly qualified financial experts with years of experience in the industry. They hold various professional certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This ensures that clients receive highly competent and credible advice for their financial needs.
Financial Advisor Disclosures to Know
As a responsible and trustworthy advisor, OLD PEAK FINANCE wants their clients to be fully informed about the services they offer and their financial practices. Some key disclosures to know about OLD PEAK FINANCE are:
- They have a fiduciary duty to act in their clients’ best interests at all times.
- They have no potential conflicts of interest that may compromise their advice to clients.
- They do not receive any commissions or compensation for recommending specific financial products or services.