Edgar Perez is a registered investment advisor at Pinnacle Associates, LTD., based in New York, NY, with 23 years of industry experience. Edgar 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 2,568 clients with $9.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Associates charges an annual management fee based on the value of your portfolio. The fee generally ranges from 0.50% to 1.50% per year, depending on the type of client, investment strategy, and complexity of services. The fee is usually charged quarterly, based on the market value of your portfolio at the end of the previous quarter.
Location
286 Madison Avenue, 20th Floor, New York, NY, 10017
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pinnacle Associates, LTD.
State Registrations2 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.