Nigel Upton is a registered investment advisor at Pinnacle Financial Freedom LLC, based in Scottsdale, AZ, with 3 years of industry experience. Nigel 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, High Net Worth, and 4 more. Their firm serves 18 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Financial Freedom LLC charges a fixed monthly fee of $350 for financial planning and portfolio management. Direct family members of existing clients can receive these services for an additional $150 per month.
Location
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pinnacle Financial Freedom LLC
State Registrations2 states
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