James Stork is a CFA, CFP-designated registered investment advisor at Pinnacle Financial Group LLC, based in Western Springs, IL, with 25 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 394 clients with $670M 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 - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable and agreements with clients may vary. Some clients may receive lower rates based on the length of time they have been a client or at the advisor's discretion.
Fee Estimator
Contact
James Stork
Location
823 Burlington Avenue, Western Springs, IL, 60558
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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 →Other Business Activities
James is a co-owner and Managing Member of STU Partners, LLC, a holding company for Pinnacle's principal place of business, spending minimal time on this. He is also a Managing Member of Tower Management, LLC in Western Springs, IL.
Employment History
Current Registrations
Pinnacle Financial Group LLC
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.
Exams
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