Richard Kleshinski is a PFS-designated registered investment advisor at Pinnacle Advisory Services, LLC, based in Mansfield, OH, with 26 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
590 Lexington Ave., Mansfield, OH, 44907
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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
Richard works as a CPA at Kleshinski, Morrison & Morris and is a Vice President at Pinnacle Family Office, LLC, each taking nearly full-time hours. He also holds positions at KM&M Pinnacle, Ltd., Globalnet Solutions, Inc., 131 Dillmont Partners, and TVFLRE, LLC, requiring minimal time commitments.
Employment History
Current Registrations
Pinnacle Advisory Services, LLC
Km&m Pinnacle, LTD.
Previous Registrations
Boa, LLC
State Registrations2 states
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