Christopher Beste
Christopher Beste is a CFP-designated registered investment advisor at Pinnacle Family Advisors, LLC, based in Creve Coeur, MO, with 13 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 952 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Family Advisors offers asset management services where the fee is based on a percentage of the assets managed, with a maximum annual fee of 2.0%. The fee is negotiable and billed quarterly in advance. Pinnacle also manages 401k assets through AdvisorK, charging 0.75% of the assets managed, billed quarterly in advance.
Location
1001 Craig Road, Suite 375, Creve Coeur, MO, 63146
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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.
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Christopher owns Beste Wealth Management, a personal LLC for tax purposes, dedicating a few hours per week to it. He also serves as a successor trustee for a family trust, spending minimal time on this activity.
Employment History
Current Registrations
Pinnacle Family Advisors, LLC
Previous Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
LPL Financial LLCBroker
LPL Financial LLC
Crown Capital Securities, L.P.Broker
State Registrations1 state
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.