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CFP
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CFP

Christopher Beste

Pinnacle Family Advisors, LLC
13 Years of Experience
Creve Coeur, MO
View SEC Summary
View SEC Summary

Christopher Beste is a CFP-designated registered investment advisor at Pinnacle Family Advisors, LLC, based in Creve Coeur, MO, with 13 years of industry experience. Christopher 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. Their firm serves 917 clients with $370M in assets under management.

Pinnacle Family Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
917 clients
Average Client Portfolio
$405K average
Assets Under Management
$371.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.0% and is negotiable. AdvisorK retirement asset management is typically charged at 0.75% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1001 Craig Road, Suite 375, Creve Coeur, MO, 63146

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Christopher owns Beste Wealth Management, a personal LLC for tax purposes, dedicating a few hours per week to it. He also serves as a successor trustee for a family trust, spending minimal time on this activity.

Employment History
Current Registrations
Pinnacle Family Advisors, LLC
October 2020 - Present · 6 yrs
Previous Registrations
Private Client Services, LLCBroker
June 2018 - October 2020 · 2 yrs 4 mos
Rfg Advisory, LLC
August 2014 - October 2020 · 6 yrs 2 mos
LPL Financial LLCBroker
August 2013 - June 2018 · 4 yrs 10 mos
LPL Financial LLC
August 2013 - October 2015 · 2 yrs 2 mos
Crown Capital Securities, L.P.Broker
October 2012 - July 2013 · 9 mos
State Registrations1 state
MO
Advisor

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
No exam information available for this advisor.
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