Pinnacle Family Advisors offers personalized investment advice and financial planning services. These include asset management, family office and wealth planning, investment company advisory, sub-advisory services, selection of other advisors, pension consulting, financial planning, and retirement asset management. Pinnacle tailors its advice to meet individual client needs and objectives, developing strategies and customizing investment portfolios based on risk tolerance and financial circumstances.
Fee Structure
Pinnacle Family Advisors offers asset management services where the fee is based on a percentage of the assets managed, with a maximum annual fee of 2.0%. The fee is negotiable and billed quarterly in advance. Pinnacle also manages 401k assets through AdvisorK, charging 0.75% of the assets managed, billed quarterly in advance.