Nancy Tattersall
Nancy Tattersall is a CFP-designated registered investment advisor at Pinnacle Retirement & Financial Planning, based in San Rafael, CA, with 3 years of industry experience. Nancy 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 1 more. Their firm serves 142 clients with $55M 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 $1.0M | 1.00% |
| $1.0M - $3.5M | 0.90% |
| $3.5M - $6.0M | 0.80% |
| $6.0M - $8.5M | 0.70% |
| $8.5M - $11.0M | 0.60% |
| $11M+ | 0.60% |
There is a stated minimum investment management fee of $3,000 per year, but this may be waived. PRFP reserves the right to charge advisory Clients an additional .25 of 1% for assets housed with different custodians and request consolidated reports.
Fee Estimator
Location
165 North Redwood Drive, Suite 160, San Rafael, CA, 94903-4896
Get directionsHistory
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 Retirement & Financial Planning
State Registrations1 state
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.