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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees shall be negotiable in certain cases.