CP
CFP
CP
CFP

Chyrle Pinkerton

25 Years of Experience

Chyrle Pinkerton is a CFP-designated registered investment advisor at The H Group, INC., based in Boise, ID, with 25 years of industry experience. Chyrle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 2 more. Their firm serves 747 clients with $580M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
747 clients
Average Client Portfolio
$777K average
Assets Under Management
$580.1M

Fee Structure

THG offers wealth management services where you pay a percentage of your assets each year. There are two different fee schedules:

Fee Schedule 1:

  • 2.05% on assets under $250,000
  • 1.85% on assets between $250,001 and $500,000
  • 1.60% on assets between $500,001 and $750,000
  • 1.35% on assets between $750,001 and $1,000,000
  • 1.10% on assets between $1,000,001 and $3,000,000
  • 0.85% on assets between $3,000,001 and $5,000,000
  • 0.60% on assets in excess of $5,000,000

Fee Schedule 2:

  • 1.50% on assets under $750,000
  • 1.00% on assets between $750,000 and $3,000,000
  • 0.85% on assets between $3,000,000 and $5,000,000
  • 0.60% on assets in excess of $5,000,000

Fees may be negotiable.

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Contact

CP
Chyrle Pinkerton

Location

6126 W State St. Ste 506, Boise, ID, 83703

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The H Group, INC.
November 2000 - Present · 25 yrs 5 mos
State Registrations1 state
ID
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
CP
Contact
Chyrle Pinkerton