Jeff Rummells
Jeff Rummells is a registered investment advisor at Pinnacle Wealth Management, LLC, based in Dyersburg, TN, with 38 years of industry experience. Jeff 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. Their firm serves 139 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.75% |
| $3.5M+ | 0.60% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.
Fee Estimator
Location
600 U.S. Hwy 51 Byp. E., Dyersburg, TN, 38024
Get directionsHistory
Regulatory History (5)
Regulatory
October 2012Customer Dispute
July 2011Employment Separation After Allegations
November 2010Customer Dispute
March 2004Customer Dispute
September 2002Other Business Activities
Jeff is a 50% owner of a tool development company since 2001, dedicating minimal time. He also owns 40% of student housing since 2003, dedicating a few hours per week.
Employment History
Current Registrations
Pinnacle Wealth Management, LLC
Previous Registrations
Smithreed Asset Management, LLC
Edward Jones
Edward JonesBroker
State Registrations2 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.