Gregory Spickard is a registered investment advisor at Pinnacle Advisors, based in Mansfield, OH, with 7 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,011 clients with $1.9B 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 | 1.40% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable. Clients subject to an annual minimum fee could pay a higher percentage annual fee. The first $500,000 of the above fee schedule will be 0% rather than 1.40% for Lifetime | Ascent™ Program clients.
Fee Estimator
Location
6 West 3rd St., Ste 100, Mansfield, OH, 44902
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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 →Other Business Activities
Gregory is the President and co-owner of Virtus Fiduciary Consulting, which consults with retirement plan sponsors. He spends a few hours per week managing sales and operations for the business, which does not recommend or sell investments.
Employment History
Current Registrations
Pinnacle Advisors
Previous Registrations
Bullseye Investment Management, LLC
State Registrations1 state
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