Mark Wojno
Mark Wojno is a registered investment advisor at Pinnacle Wealth Management, INC., based in Brighton, MI, with 16 years of industry experience. Mark 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 4 more. Their firm serves 340 clients with $120M 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 $500K | 1.60% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
7600 Grand River, Suite 220, Brighton, MI, 48114
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2020Other Business ActivitiesSells Insurance
Mark sells life insurance through Pinnacle Wealth Management and works as a CPA/tax preparer. He also solicits clients for Pinnacle Wealth Management Partners, Inc. and prepares taxes through Pinnacle Tax Advisory, spending about 10-20% of his time on tax preparation. Finally, Mark refers mortgage loans through Success Business Partners.
Employment History
Current Registrations
Pinnacle Wealth Management, INC.
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Foresters Equity Services, INC.Broker
State Registrations2 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.