Pinnacle Wealth Advisors manages investment portfolios and delivers comprehensive financial planning for individuals, families, and business owners. Pinnacle Wealth Advisors builds personalized portfolios using individual stocks and bonds, exchange-traded funds, mutual funds, and annuities, utilizing discretionary authority to manage accounts according to each client's specific needs and risk tolerance. For clients seeking full-service management, Pinnacle Wealth Advisors integrates continuous portfolio oversight with customized written financial planning covering retirement, taxes, estate planning, insurance, and cash flow management. The firm also offers a New Investor program for portfolio management without comprehensive planning, stand-alone financial planning, and retirement plan consulting services for qualified plans. Pinnacle Wealth Advisors specializes in working with high-net-worth individuals, business owners, and corporate executives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.95% |
| $4.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees are generally not negotiable except for accounts exceeding $7,000,000, family members, friends, non-profit employees, or legacy arrangements.