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Eve Gaiser

10 Years of Experience
Brighton, MI
Sells Insurance

Eve Gaiser is a registered investment advisor at Pinnacle Wealth Management, INC., based in Brighton, MI, with 10 years of industry experience. Eve 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
340 clients
Average Client Portfolio
$359K average
Assets Under Management
$122.0M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.60%
$500K - $1.0M1.40%
$1.0M - $2.0M1.20%
$2M+1.00%

Advisory fee is negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7600 Grand River, Suite 220, Brighton, MI, 48114

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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 ActivitiesSells Insurance

Eve works as an insurance agent selling life and fixed insurance products. She has been in this role since 2013.

Employment History
Current Registrations
Pinnacle Wealth Management, INC.
January 2016 - Present · 10 yrs 4 mos
State Registrations1 state
MI
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.