Daniel Raite is a registered investment advisor at Pinnacle Investments, LLC, based in Weaverville, NC, with 42 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 7 more. Their firm serves 3,143 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
The 3.00% annual rate is maximum and negotiable based on account size, investment complexity, use of sub-advisors, and level of service required. Minimum annual program fee is $100.00.
Fee Estimator
Location
Weaverville, NC
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Pinnacle Investments, LLC
Previous Registrations
Pinnacle Investments, INC.Broker
Leigh Baldwin & CO., LLCBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
First Albany CorporationBroker
Flagship Securities, INC.Broker
State Registrations12 states
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
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