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Featured Business Financial Advisor in Stuart, FL
Stuart Financial Advisors
Peak Capital Management
750 SE Indian Street
Stuart, FL 34997
(772) 334-9592
Advisor Profile
D. Michael Burleigh
Name:  D. Michael Burleigh
Phone Number:  (772) 334-9592
Website:  Visit Website

About Peak Capital Management

Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.
Seven Step Educational Process

Identify lifetime objectives & strategies
Understand all your options
Determine your risk profile
Build your stable allocation model
Optimize your investment allocations
Identify tax reduction and catastrophic protection strategies
Schedule regular periodic reviews

Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.
 

General Information

States Willing to do Business in:    Fort Pierce,Hobe Sound,Indiantown,Jupiter,Palm City,Port Saint Lucie,Stuart,Vero Beach,Jensen Beach, Port Salerno
I work with the following types of clients:    Individual Investors
Number of Years with Current Firm:    23
States Licensed in:    Florida
CRD#:    144600
Years of Experience in Financial Services:    30
 

Services

I can meet clients in the following ways:    At my office
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Life, Health, Annuity
Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    Registered Investment Advisor
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $100,000.00
Compensation Methods:    Based on Assets, Hourly, Flat Fee, Commissions
 
 
 

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