Bridget Ball is a registered investment advisor at Pinnacle Investments, LLC, based in East Syracuse, NY, with 25 years of industry experience. Bridget operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,961 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Investments charges an annual advisory fee of 3.00% for AdvisorPro accounts. This fee may be negotiable based on the investment advisor representative, account size, investment complexity, use of PCM as a sub-advisor, and the level of service required. There is a minimum annual program fee of $100.00. Accounts managed by PCM generally have a minimum opening balance of $100,000.
Location
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY, 13057
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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.
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Bridget was a member of the board of directors and finance committee for The Legal Project, a non-profit organization, from 2018 to 2020. She dedicated minimal time per week to attending meetings and assisting with fundraising.
Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
NFP Securities, INC.Broker
State Registrations19 states
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