Advisor at Peak Capital Management
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 Capital Management
Location
Stuart, FL 34997
Credentials
Series 65
Industry experience
18 years
Donald Burleigh is a Series 65 licensed advisor with 18 years of industry experience. He is a managing member and insurance agent at Treasure Coast Financial Group, LLC, and has been involved with Burleigh and Associates, LLC DBA Peak Capital Management since 1993. Peak Capital Management provides investment advisory services to individuals, trusts, estates, and business organizations, offering discretionary portfolio management along with estate planning and tax-preparation support. The firm serves several hundred client relationships with two advisors and employs an education-focused approach that includes in-house management, third-party sub-advisers, and integrated estate planning services.
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 · Texas
Treasure Coast Financial Group, LLC
2006 - Present (20 years)
Burleigh and Associates, LLC DBA Peak Capital Management
1993 - Present (33 years)
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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