|
|
| Featured Business |
Financial Advisor in Jensen Beach, FL |
|
| Advisor Profile |
 |
| 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 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
|
|
| I can meet clients in the following ways: |
At my office
|
|
| |
|
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 and Fees |
| Fee Structure: |
I am a Fee-Based financial professional
|
|
| Minimum Portfolio Size for New Managed Accounts: |
$100,000.00
|
|
| Compensation Methods: |
Flat Fee, Commissions, Hourly, Based on Assets
|
|
| |
|
| |
| |
| Prepared By: |
D. Michael Burleigh |
Frequently Asked Questions |
|
| Q. |
What services do you provide? What are your specialties? |
| |
Burleigh & Associates, Inc. DBA Peak Capital Management is a registered investment advisor based in Jensen Beach, FL. I specialize in helping those who are in or near retirement, and offer my clients a wide range of advisory services, including financial planning and consulting and asset management. |
|
| Q. |
How do you charge for your services? |
| |
I am fee-based and my fee for asset management services ranges from 1% to 2%, and in some cases is less than 1%, depending on the size and complexity of your account. I am also a separately licensed independent insurance agent. In this capacity I can effect transactions in insurance products for my clients and earn commissions on these activities. |
|
| Q. |
Do you provide a free initial consultation? |
| |
Yes, I provide one-hour complimentary initial consultations by appointment only. |
|
| Q. |
Why should I choose you as my financial advisor? |
| |
One of the most important things for those in or near retirement is having defined goals and strategies that are in alignment with each other. What is important to me is to learn what is important to you. My step-by-step process will help you to identify your objectives, and will enable me to provide you with conservative investment strategies that will help fund a better standard of living. |
|
|
|
|
