Derek Fike is a registered investment advisor at Km&m Pinnacle, LTD., based in Mansfield, OH, with 8 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
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Fee Structure
KM&M Pinnacle co-advises with Pinnacle Advisors. Pinnacle manages investments based on your individual needs and goals. They offer both discretionary and non-discretionary account management. Pinnacle uses various investments, including stocks, bonds, and mutual funds. Pinnacle's fees are paid either by direct fee deduction from an investment account or client manual billing. KM&M Pinnacle receives a portion of Pinnacle's fees as compensation for initiating the client relationship and continued expertise provided to the co-client.
Location
590 Lexington Ave., Mansfield, OH, 44907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Derek is a partner in a real estate rental company and a payroll processing company. These activities are not investment-related.
Employment History
Current Registrations
Km&m Pinnacle, LTD.
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.