Frederick Schmalkuche is a CFP, PFS-designated registered investment advisor at Pinnacle Wealth Strategies, LLC, based in West Coxsackie, NY, with 24 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan: Fees range from $2,950 to $8,200 based on your net worth. The fee is negotiable for net worth above $10,000,000.
- Consulting Services: $280 per hour, with the total number of hours depending on the complexity of your financial situation.
Location
12079 Rt 9W, West Coxsackie, NY, 12192
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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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Frederick is a partner/CPA at Foster & Schmalkuche, CPA, PC, dedicating nearly all of his time to this role. He is also a partner at Pinnacle Wealth Strategies, LLC and an IA Rep at Latitude Advisors, LLC, spending about 10% of his time at each, and owns rental property, spending minimal time on it.
Employment History
Current Registrations
Pinnacle Wealth Strategies, LLC
Latitude Advisors, LLC
Gwn Securities INC.Broker
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Medallion Investment Services, INC.Broker
Medallion Advisory Services, LLC
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
AXA Advisors, LLCBroker
State Registrations4 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.