Joel Kantor is a registered investment advisor at Pinnacle Investment Advisors, based in Tulsa, OK, with 27 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 496 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Investment Advisors charges fees based on the strategy used to manage your investments. The fees are calculated as a percentage of the market value of the assets in your portfolio on the last day of each quarter.
- Short Term Bond Portfolio: Equal to or less than 0.25% annually.
- Intermediate Bond Portfolio and Intermediate Tax Exempt Bond Portfolio:
- Less than $1,000,000: 0.50%
- $1,000,000 to $2,000,000: 0.45%
- $2,000,000 to $5,000,000: 0.40%
- $5,000,000 to $10,000,000: 0.35%
- $10,000,000 to $20,000,000: 0.30%
- Over $20,000,000: 0.25%
- Blue Chip Strategy:
- Less than $1,000,000: 0.50%
- $1,000,000 to $2,000,000: 0.45%
- $2,000,000 to $5,000,000: 0.35%
- $5,000,000 to $10,000,000: 0.25%
- Over $10,000,000: 0.20%
- Small Cap Value Strategy:
- Less than $1,000,000: 1.00%
- $1,000,000 to $2,000,000: 0.75%
- $2,000,000 to $5,000,000: 0.625%
- $5,000,000 to $10,000,000: 0.50%
- Over $10,000,000: 0.50%
- Convertible Securities/High Yield Strategy and Midstream Energy Strategy:
- Less than $1,000,000: 0.75%
- $1,000,000 to $2,000,000: 0.625%
- $2,000,000 to $5,000,000: 0.55%
- $5,000,000 to $10,000,000: 0.50%
- Over $10,000,000: 0.45%
Location
1616 East 15th Street, Tulsa, OK, 74120
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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
Joel is a partner/manager of Mimosa Tree Capital Partners, Mimosa Tree Investments I, II, & III since 2000, providing angel and venture capital investing. Joel spends a few hours per week on these activities.
Employment History
Current Registrations
Pinnacle Investment Advisors
Previous Registrations
Native American Fund Advisors LLC
Ameritrust Investment Advisors INC
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.