Advisor at Peak Capital Management
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Firm
Peak Capital Management
Location
Stuart, FL 34997
Credentials
Series 66
Industry experience
5 years
Benjamin Graybow is a financial advisor at Peak Capital Management with five years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Bank of America, Merrill, Family Heritage Division Globe Life, and Aflac. Graybow is also an independent licensed insurance agent. Peak Capital Management provides investment advisory services to individuals, trusts, estates, and business organizations, offering discretionary portfolio management alongside estate planning and tax-preparation support. The firm serves several hundred client relationships with a focus on education, customized asset allocations, and ongoing portfolio monitoring.
Based on Peak Capital Management
Estate planning packages range from $500 to $1,800 depending on package selected; additional fees for add-on services such as property deeds ($199 per deed).
1% to 2%, negotiable depending on size and complexity of account
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees.
Tax preparation fees up to $250 for basic Form 1040; additional fees for more complex returns.
750 Se Indian St.
Stuart, FL 34997
Florida
Burleigh and Associates, LLC DBA Peak Capital Management
2024 - Present (2 years)
Raymond James & Associates
2021 - 2024 (3 years)
BANK of AMERICA, N.A.
2020 - 2021 (1 year)
Merrill
2020 - 2021 (1 year)
Family Heritage Division Globe Life
2017 - 2020 (3 years)
Aflac
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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