Advisor at Peak Investment Coaching, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Peak Investment Coaching, LLC
Location
Logan, UT 84321
Credentials
Series 63, Series 65
Industry experience
19 years
David Shapiro is a financial advisor with Peak Investment Coaching, LLC in Logan, Utah, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Peak Investment Coaching since 2013 and also owns and manages Peak Insurance, LLC, where he is involved in insurance sales and services. Peak Investment Coaching serves individual clients and pension plans with personalized, fee-based financial planning and portfolio management. The firm partners with Matson Money, Inc. for portfolio implementation and custody, combining fundamental and technical analysis to tailor strategies through one-time financial plans and portfolio analyses, and offers public seminars and client workshops focused on investment education.
Based on Peak Investment Coaching, LLC
Based on Peak Investment Coaching, LLC
Financial Planning fees $450-$1,500; Portfolio Analysis (MRI) fees $95-$495, both negotiable flat fees.
0.25% to 1.00% annually (negotiable based on assets and Model Portfolio chosen)
Account minimum: No specific minimum investment to open an account; however, accounts with $5,000 or less require ongoing monthly contributions of at least $25. Fee-only: Financial Planning flat fees between $450 and $1,500; Portfolio Analysis (MRI) flat fees between $95 and $495.
88 West Center Street
Logan, UT 84321
Idaho · Utah · Wyoming
Peak Investment Coaching, LLC
2013 - Present (13 years)
Peak Insurance, LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 63, Series 65
Newton, UT
Ferguson Financial Advisors
Series 63, Series 65
Providence, UT
Connect Financial Advisors
CFP®, Series 63
North Logan, UT
Allred Jackson Financial Planning, LLC
CFP®, Series 66
Providence, UT
Connect Financial Advisors
CFP®, Series 65
Providence, UT
Riley S. Crosbie Advisory, LLC dba Crosbie Financial
Series 65
Logan, UT
Peak Investment Coaching, LLC
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