Pinnacle Associates offers investment management services to individuals, families, and institutions. For individuals and families, Pinnacle identifies client objectives, risk tolerance, and liquidity needs to determine an appropriate asset allocation. Pinnacle primarily invests client assets in stocks and bonds, and may also use exchange-traded funds and mutual funds. Pinnacle may also provide financial planning services to its investment management clients as part of the overall investment management fee.
Fee Structure
Pinnacle Associates charges an annual management fee based on the value of your portfolio. The fee generally ranges from 0.50% to 1.50% per year, depending on the type of client, investment strategy, and complexity of services. The fee is usually charged quarterly, based on the market value of your portfolio at the end of the previous quarter.