Jeffrey Ellis is a registered investment advisor at Pinnacle Investment Advisors, LLC, based in Ann Arbor, MI, with 16 years of industry experience. Jeffrey 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 43 clients with $69M 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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for portfolios over $1,000,000. For portfolios consisting entirely of commercial paper, certificates of deposit, corporate bonds, or U.S. government securities: Up to $99,999: 1.00%, $100,000 to $1,000,000: 0.50%, Over $1,000,000: Negotiable
Fee Estimator
Location
206 S.4th Avenue, Ann Arbor, MI, 48104
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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
Jeffrey is a full-time shareholder and employee at Edwards, Ellis, Stanley, Armstrong, Bowren & Co., an accounting firm, where he has worked since 1992. As the director of the tax department, he dedicates more than full-time hours to this non-investment-related activity.
Employment History
Current Registrations
Pinnacle Investment Advisors, LLC
State Registrations1 state
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