John Bocock is a registered investment advisor at Pinnacle Associates, LTD., based in Richmond, VA, with 25 years of industry experience. John 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
7231 Forest Avenue, Suite 204, Richmond, VA, 23226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pinnacle Associates, LTD.
Previous Registrations
Dynamis Advisors, LLC
Investment Management of Virginia, LLC
State Registrations1 state
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