Wealth Pinnacle, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Wealth Pinnacle Inc. offers investment management services where they create and manage a portfolio based on your goals and risk tolerance. They also provide financial planning, which involves creating a written plan based on your financial situation and objectives, and financial consulting, which involves discussing specific areas of interest related to your finances. Wealth Pinnacle works with individuals, families, pension plans, trusts, estates, charities, and businesses.

Assets Under Management$3.7M
Clients5
Advisors1
Avg. per Client$750K
Avg. per Advisor$3.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.00%
$250K - $1.0M0.75%
$1.0M - $5.0M0.50%
$5M+0.25%

Fees shall be negotiable in certain cases.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Wealth Pinnacle, INC. | TrueAdvisor