Michael Cope is a CFP-designated registered investment advisor at Pinnacle Planning Advisors, LLC, based in Evanston, IL, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 8 clients with $3.8M 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 | 1.15% |
| $100K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.75% |
Fees are negotiable for amounts above $1,500,000. Investment management services may also be maintained via a retainer fee schedule or a blend of retainer and variable asset fee, if chosen. These fixed annual retainer fees are negotiable but will range from $2,000 to $12,000 per year.
Fee Estimator
Location
Evanston, IL
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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 →Employment History
Current Registrations
Pinnacle Planning Advisors, LLC
Previous Registrations
Ehlert Financial Group, INC.
Citigroup Global Markets INC.
State Registrations1 state
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