Janet Hudson is a registered investment advisor at Pinnacle Family Advisors, LLC, based in Springfield, MO, with 13 years of industry experience. Janet 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
620 W. Republic Road, Suite 104, Springfield, MO, 65807
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pinnacle Family Advisors, LLC
State Registrations1 state
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