Bert Ellis is a registered investment advisor at Pinnacle Portfolio Advisors, based in Boise, ID, with 17 years of industry experience. Bert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.78% |
Fees may be negotiable. Discounts are offered to family members and friends of associated persons.
Fee Estimator
Location
Boise, ID
Get directionsHistory
Regulatory History (1)
Criminal
September 1998Other Business Activities
Bert is an advisory board member for the Boise Public Schools Foundation, a charitable organization, dedicating minimal time. Bert is also a real estate agent with Silvercreek Realty Group LLC, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Pinnacle Portfolio Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations3 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.