Pinnacle Advisors provides wealth management services to individuals, families, and businesses. They offer financial planning, investment advice, and trust services. Pinnacle requires clients to use their wealth management programs, which include financial planning or educational services, to ensure informed decisions are made in the client's best interest. Pinnacle also offers retirement plan consulting services to retirement plan sponsors and participants.
Assets Under Management$1.9B
Clients1,011
Advisors19
Avg. per Client$1.9M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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