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D. Michael Burleigh

Peak Capital Management

750 SE Indian Street

Stuart, FL 34997
(772) 3349592

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

Firm Start Year

1993

No.of Employees

2-4

CRD#

144600

States Licensed in

Florida

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

Stocks, Insurance, Annuities, Exchange Traded Funds (ETFs), Options & Futures, Bonds, Mutual Funds

I can meet clients in the following ways

At my office

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

Registered Investment Advisor

Securities Licenses

Series 65

Insurance and Annuity Licenses

Health, Life, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000.00

Compensation Methods

Hourly