Paul Day is a registered investment advisor at Pinnacle Wealth Management, INC., based in Brighton, MI, with 10 years of industry experience. Paul 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
Brighton, MI
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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 Wealth Management, INC.
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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.