Advisor at Peak Investment Coaching, LLC
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Firm
Peak Investment Coaching, LLC
Location
Logan, UT 84321
Credentials
Series 65
Industry experience
2 years
Shane Robbins is a financial advisor at Peak Investment Coaching, LLC in Logan, UT, holding a Series 65 designation with two years of industry experience. Prior to joining Peak Investment Coaching, he worked at Schreiber Foods Inc. and Mattress Firm. Peak Investment Coaching serves individual clients and pension plans by providing personalized, fee-based financial planning and portfolio management. The firm relies on Matson Money for trading discretion and custody while advising clients on objectives, model selection, and ongoing monitoring, and offers educational seminars and workshops uncommon among its peers.
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
Utah
Peak Investment Coaching
2023 - Present (3 years)
Schreiber Foods Inc.
2017 - 2023 (6 years)
MATTRESS FIRM
2015 - 2017 (2 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.
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Peak Investment Coaching, LLC
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