Brian Vanhouwe
Brian Vanhouwe is a registered investment advisor at Pinnacle Investments, LLC, based in North Smithfield, RI, with 42 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,961 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Investments charges an annual advisory fee of 3.00% for AdvisorPro accounts. This fee may be negotiable based on the investment advisor representative, account size, investment complexity, use of PCM as a sub-advisor, and the level of service required. There is a minimum annual program fee of $100.00. Accounts managed by PCM generally have a minimum opening balance of $100,000.
Location
North Smithfield, RI
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Regulatory History (1)
Customer Dispute
December 2000Other Business ActivitiesSells Insurance
Brian is a caterer for Mickey G's Clam Shack, Vice President of North Smithfield Land Trust, and counts auto parts for Automotive Computer Services and Parts Department Services. Brian also works as an insurance agent, dedicating a few hours per week to insurance sales.
Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Pinnacle Investments, LLC
Previous Registrations
Global Investment Advisors, LLC
Essex Securities LLCBroker
Global Investment Advisors, LLC
Investors Capital Advisory
Investors Capital CORP.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
First Investors CorporationBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.