Alex Kulka is a registered investment advisor at Pinnacle Advisors, based in Mansfield, OH, with 12 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,011 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable. Clients subject to an annual minimum fee could pay a higher percentage annual fee. The first $500,000 of the above fee schedule will be 0% rather than 1.40% for Lifetime | Ascent™ Program clients.
Fee Estimator
Location
6 West 3rd St., Ste 100, Mansfield, OH, 44902
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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.
Learn about disclosures →Other Business Activities
Alex owns 5% of ESB W&I LLC, an investment-related firm, since 2020. As of December 2023, Alex is a passive owner and spends minimal time on this business.
Employment History
Current Registrations
Pinnacle Advisors
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Invicta Advisors LLC
Invicta Capital LLCBroker
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Investment Advisors
Proequities, INC.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.