48 PEAKS WEALTH ADVISORS LLC

About

48 PEAKS WEALTH ADVISORS LLC is a financial advisory firm that offers expert guidance and personalized solutions to clients looking to achieve their financial goals. With a team of experienced professionals, the firm provides a comprehensive range of services, including investment management, retirement planning, estate planning, tax planning, and more. They cater to a diverse client base, including high-net-worth individuals, families, business owners, and corporations, and operate on a transparent fee-based compensation model. As a fiduciary, the firm always prioritizes the best interests of their clients. Founded in 2001, 48 PEAKS WEALTH ADVISORS LLC has a strong track record of success and is headquartered in New York City, serving clients nationwide. With their commitment to transparency and client satisfaction, they are a trusted and reputable choice for financial advice and services.

Facts & Insights

48 PEAKS WEALTH ADVISORS LLC has a strong track record of success and has gained recognition for its exceptional services. Here are some key facts and insights about the firm:

Assets Under Management | $500 million (as of December 2020) Number of Advisors | 10 Time in Business | 20 years

Fees & Compensation

48 PEAKS WEALTH ADVISORS LLC operates on a fee-based compensation model. This means that the firm charges a fee for its services, which is typically a percentage of the client's assets under management. The fee structure may vary depending on the services provided and the complexity of the client's financial situation. Transparency is a priority for the firm, and advisors are always upfront about any fees charged.

Background

48 PEAKS WEALTH ADVISORS LLC was founded in 2001 and has since grown to become a leading financial advisory firm. The team is made up of highly qualified and experienced professionals who are committed to helping clients achieve their financial goals. The firm is headquartered in New York City and serves clients nationwide.