Jonathan Mark is a registered investment advisor at Pinnacle Associates, LTD., based in Westport, CT, with 19 years of industry experience. Jonathan 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
55 Post Road West, Westport, CT, 06880
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Regulatory History (1)
Customer Dispute
July 2021Employment History
Current Registrations
Pinnacle Associates, LTD.
State Registrations2 states
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