Carolyn Parkinson is a registered investment advisor at Pinnacle Portfolio Advisors, based in Boise, ID, with 1 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.78% |
Fees may be negotiable. Discounts are offered to family members and friends of associated persons.
Fee Estimator
Location
Boise, ID
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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.
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Carolyn is on the board of S-Sixteen LLC, a family-owned real estate investment company, and serves as the finance chair. She spends minimal time on her responsibilities, primarily reporting financial status to the board and members.
Employment History
Current Registrations
Pinnacle Portfolio Advisors
State Registrations1 state
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