Pinnacle Investment Advisors manages bond and equity portfolios for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. They also offer financial analysis on a consulting basis. Pinnacle has seven specific investment strategies customized to each client's risk profile. They focus on minimizing risk for a desired rate of return and continuously seek to lower portfolio expenses.
Assets Under Management$510M
Clients496
Advisors6
Avg. per Client$1M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Pinnacle Investment Advisors charges fees based on the strategy used to manage your investments. The fees are calculated as a percentage of the market value of the assets in your portfolio on the last day of each quarter.
- Short Term Bond Portfolio: Equal to or less than 0.25% annually.
- Intermediate Bond Portfolio and Intermediate Tax Exempt Bond Portfolio:
- Less than $1,000,000: 0.50%
- $1,000,000 to $2,000,000: 0.45%
- $2,000,000 to $5,000,000: 0.40%
- $5,000,000 to $10,000,000: 0.35%
- $10,000,000 to $20,000,000: 0.30%
- Over $20,000,000: 0.25%
- Blue Chip Strategy:
- Less than $1,000,000: 0.50%
- $1,000,000 to $2,000,000: 0.45%
- $2,000,000 to $5,000,000: 0.35%
- $5,000,000 to $10,000,000: 0.25%
- Over $10,000,000: 0.20%
- Small Cap Value Strategy:
- Less than $1,000,000: 1.00%
- $1,000,000 to $2,000,000: 0.75%
- $2,000,000 to $5,000,000: 0.625%
- $5,000,000 to $10,000,000: 0.50%
- Over $10,000,000: 0.50%
- Convertible Securities/High Yield Strategy and Midstream Energy Strategy:
- Less than $1,000,000: 0.75%
- $1,000,000 to $2,000,000: 0.625%
- $2,000,000 to $5,000,000: 0.55%
- $5,000,000 to $10,000,000: 0.50%
- Over $10,000,000: 0.45%
Loading...