Pinnacle West Asset Management creates custom investment portfolios based on each client's goals and risk tolerance. The firm uses an asset allocation model and focuses on long-term investing, diversification, and risk management. Pinnacle West has full authority to make trades in client accounts without asking first. The firm does not participate in wrap fee programs.
Assets Under Management$230M
Clients101
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$100
Pinnacle West Asset Management charges different annual fees based on the type of investment:
- Cash and cash equivalents — 0.25%
- Fixed income securities — 0.25%
- Equity securities — 1.00%
- Equity income securities — 1.00%
- Exchange traded index shares — 0.50%
- Mutual funds — 0.50%
There is a minimum fee of $100 per household. Fees may be negotiable on larger accounts.
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