Pinkerton Wealth offers investment management through its Pinkerton Investment Platform for various clients, including individuals and institutions. They provide customized investment programs using active, passive, and tactical strategies. Pinkerton Wealth also offers financial planning services, including written plans and consultations, on a one-time or continuous basis. They assist with estate planning through a partnership with Wealth.com. Pension consulting services are also available.
Fee Structure
Pinkerton Wealth charges an annual investment advisory fee of up to 2.0% of the assets in your account. The fee is based on the market value of the account, the types of assets held, your financial situation, and trading activity, and is negotiable. Fees are charged quarterly in advance. If Pinkerton Wealth uses its affiliate, Sherman Portfolios, clients may be charged a sub-adviser fee of up to 0.8%.