Jayme Fowler

Pinnacle Investment Advisors charges fees based on the strategy used to manage your investments. The fees are calculated as a percentage of the market value of the assets in your portfolio on the last day of each quarter.

• Short Term Bond Portfolio: Equal to or less than 0.25% annually.
• Intermediate Bond Portfolio and Intermediate Tax Exempt Bond Portfolio:
  • Less than $1,000,000: 0.50%
  • $1,000,000 to $2,000,000: 0.45%
  • $2,000,000 to $5,000,000: 0.40%
  • $5,000,000 to $10,000,000: 0.35%
  • $10,000,000 to $20,000,000: 0.30%
  • Over $20,000,000: 0.25%
• Blue Chip Strategy:
  • Less than $1,000,000: 0.50%
  • $1,000,000 to $2,000,000: 0.45%
  • $2,000,000 to $5,000,000: 0.35%
  • $5,000,000 to $10,000,000: 0.25%
  • Over $10,000,000: 0.20%
• Small Cap Value Strategy:
  • Less than $1,000,000: 1.00%
  • $1,000,000 to $2,000,000: 0.75%
  • $2,000,000 to $5,000,000: 0.625%
  • $5,000,000 to $10,000,000: 0.50%
  • Over $10,000,000: 0.50%
• Convertible Securities/High Yield Strategy and Midstream Energy Strategy:
  • Less than $1,000,000: 0.75%
  • $1,000,000 to $2,000,000: 0.625%
  • $2,000,000 to $5,000,000: 0.55%
  • $5,000,000 to $10,000,000: 0.50%
  • Over $10,000,000: 0.45%