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Featured Business Financial Advisor in Jensen Beach, FL
Jensen Beach Financial Advisors
Peak Capital Management
953 NE Jensen Beach Blvd
Jensen Beach, FL 34957
(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

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

Services

Investment Types:    Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance
 

Qualifications & Memberships

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

Compliance

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

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000.00
Compensation Methods:    Based on Assets, Hourly, Flat Fee, Commissions
 
 
 
Prepared By: D. Michael Burleigh

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