Pinnacle Asset Management Group, Corporation (INC.)

Fee-Only (% of Portfolio)Fixed/Hourly

Pinnacle Asset Management Group provides financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Their services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Pinnacle Asset Management Group does not act as a custodian of client assets; clients make the final investment decisions.

Assets Under Management$130M
Clients232
Advisors2
Avg. per Client$570K
Avg. per Advisor$66M

Fee Structure

Minimum Investment:$6K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1.0M - $2.0M0.65%
$2.0M - $5.0M0.55%
$5M+0.55%

Above $5,000,001 the fee is negotiable

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm