Pinnacle Financial Group is a registered investment advisor based in Western Springs, Illinois, providing personalized investment management and financial planning services since 1989. The firm creates customized investment portfolios using exchange-traded funds, mutual funds, and individual securities, following modern portfolio theory and fundamental analysis. Pinnacle Financial Group offers both discretionary and non-discretionary management, meaning advisors can make trades on your behalf or ask for approval first. In addition to managing investments, Pinnacle Financial Group offers broad-based financial planning to help clients manage income, assets, and liabilities. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable and agreements with clients may vary. Some clients may receive lower rates based on the length of time they have been a client or at the advisor's discretion.