Pinnacle Wealth Advisors offers investment management, financial planning, and consulting. Investment management can be full-service or under a "new investor" program. They tailor advice to your financial situation and goals. They manage portfolios using stocks, bonds, mutual funds, and ETFs. Financial planning is also offered as a stand-alone service.
Assets Under Management$460M
Clients813
Advisors15
Avg. per Client$570K
Avg. per Advisor$31M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.95% |
| $4.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees may be negotiable for accounts with a market value in excess of $7,000,000. Certain clients who have rollover retirement accounts may be subject to fees of up to 1.00% of the market value of their rollover assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...