46 Peaks Investment Advisory Group Fees & Minimum

Overview

Headquarters: Newtown, PA
Total Firm Assets: $272 million
Average High-Net-Worth Client Portfolio Size: $2.7 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: 46 PEAKS INVESTMENT ADVISORY GROUP, LLC ADV BROCHURE (2026-04-20) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.15%
$250,001	$1,000,000	0.95%
$1,000,001	$5,000,000	0.60%
$5,000,001	$10,000,000	0.45%
$10,000,001	and above	0.35%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$34,000	0.68%
$10 million	$56,500	0.56%
$50 million	$196,500	0.39%
$100 million	$371,500	0.37%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 91.60%
Number of High-Net-Worth Clients: 91
Total Client Accounts: 445
Discretionary Accounts: 445

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 306902

46 PEAKS INVESTMENT ADVISORY GROUP, LLC ADV BROCHURE (2026-04-20) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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46 Peaks Investment Advisory Group