Pinnacle Financial Group offers personalized financial planning and investment management services. They work with individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Pinnacle Financial Group is a fee-only advisor, meaning they are paid exclusively by their clients and do not receive commissions from any other source.
Assets Under Management$570M
Clients377
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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 may vary. Some clients may have a lower fee structure based on length of time as a client and/or discretion of the investment advisor representative.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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