Renee Willett
Renee Willett is a registered investment advisor at The Pinnacle Financial Group, based in Rockville Centre, NY, with 2 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,540 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPFG offers investment management services where fees range from 0.0% to 2.50% of the value of your portfolio annually. The specific fee depends on the nature of your account, the amount you invest, and other considerations. If you are on the LPL SWM platform, you will pay separate transaction fees. Fees are negotiable.
Location
9 South Long Beach Road, Rockville Centre, NY, 11570
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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
Renee operates The Pinnacle Financial Group as a DBA for her LPL business, dedicating nearly full-time hours to it. She also engages in comedy performance, is involved with Wolfpack Ventures LLC, and holds a real estate agent license, but these are not investment-related.
Employment History
Current Registrations
The Pinnacle Financial Group
LPL Financial LLCBroker
Previous Registrations
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
Watermill Institutional Trading LLCBroker
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.