Janet Zane is a registered investment advisor at Pinnacle Investments, LLC, based in Auburn, NY, with 16 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,961 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Investments charges an annual advisory fee of 3.00% for AdvisorPro accounts. This fee may be negotiable based on the investment advisor representative, account size, investment complexity, use of PCM as a sub-advisor, and the level of service required. There is a minimum annual program fee of $100.00. Accounts managed by PCM generally have a minimum opening balance of $100,000.
Location
Auburn, NY
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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.
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Janet is a finance counsel member for Sacred Heart Church and St Anns Mission, dedicating minimal time. She also works as a representative for Pinnacle Employee Services and is a parish council member for The Catholic Community of Holy Family, Sacred Heart, St Alphonsus and St Ann's.
Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations7 states
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