Private Wealth Advisory
Ongoing advisory relationships are generally structured around portfolio size, planning scope, complexity, and the responsibilities required to coordinate wealth, tax, liquidity, and family decisions.
Fees
Know what the work costs before it begins.
PeakStone fees are designed to be understandable, documented, and connected to the scope, complexity, and ongoing responsibility of the advisory relationship.
Transparency is part of the fiduciary relationship.
Clients should understand how the firm is compensated, what the fee covers, what may be separate, and when the scope may change. That clarity helps the advisory relationship begin with fewer assumptions and better alignment.
Fee Schedule
How Fees Are Structured
Fees should reflect the work being done: the scope of advice, the complexity involved, and the responsibility of ongoing stewardship. The formal fee schedule provides additional detail, and final fees are documented before engagement in the applicable agreement and disclosure materials.
View Fee ScheduleBusiness Advisory Services
Project, retainer, or ongoing advisory fees reflect the size of the business or organization, the planning mandate, and the level of coordination required.
Financial Planning Engagements
Defined-scope planning engagements may be available when the work can be clearly framed, documented, and completed without an ongoing advisory relationship.
Compass Membership
Compass pricing is published separately for household memberships. Workplace programs are priced based on organization size, implementation scope, and the level of planning support provided.
Third-party custodian, fund, ETF, platform, transaction, tax, legal, or other costs may apply separately.
What the advisory fee supports.
Planning Strategy
A coordinated planning framework for decisions involving income, investments, taxes, liquidity, estate priorities, and family responsibilities.
Portfolio Stewardship
Ongoing portfolio oversight, rebalancing, risk review, and alignment with the planning strategy rather than market headlines alone.
Tax-Aware Coordination
Attention to account structure, asset location, distribution timing, charitable planning, and other decisions that may affect after-tax outcomes.
Compass Access
A shared planning workspace for goals, accounts, documents, recommendations, and next steps where Compass is part of the relationship.
Documentation and Review
A clear record of recommendations, planning assumptions, open items, and review rhythm so advice does not live only in conversation.
Ongoing Communication
Direct access to guidance as financial decisions, market conditions, family needs, and business responsibilities evolve.
Fee Alignment
Compensation should make the relationship easier to understand.
No Product Commissions
Advisory recommendations should not depend on product sales compensation or hidden revenue arrangements.
Clear Compensation
Before work begins, clients should understand how PeakStone is compensated and what responsibilities the fee is intended to cover.
Defined Scope
The engagement should make clear what is included, what may be separate, and how scope changes are discussed and documented.
Frequently Asked Questions
Advisory fees are based on service model, planning scope, complexity, assets under advisement where applicable, and the ongoing responsibilities required to support the relationship.
PeakStone advisory relationships are not built around product commissions. Compensation, scope, and potential conflicts should be disclosed before work begins.
They may be. Some planning engagements are separate from ongoing advisory relationships when the work is limited, project-based, or defined in advance.
Custodian, fund, ETF, platform, transaction, tax, legal, insurance, and other third-party costs may apply separately from PeakStone advisory fees.
PeakStone does not sell insurance products through its advisory business. If insurance solutions are discussed through a separately licensed individual capacity, that role, compensation, and any potential conflicts should be disclosed before implementation.
PeakStone does not require a minimum portfolio size, though some relationships may be subject to a minimum annual advisory fee based on service model, scope, and responsibilities involved.
Yes. Fees may change if advisory scope, planning complexity, assets, or service model changes. Any change should be discussed and documented clearly.
The formal fee schedule is available through PeakStone’s public disclosure documents and should be reviewed alongside the applicable agreement and Form ADV materials.
Start with clarity.
A conversation can help define the advisory scope, service model, and fee structure that fit the work in front of you.