Assets Under Management
$461.4M
Number of Clients
813
Number of Advisors
11
Average Client AUM
$568K
AUM per Advisor
$41.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Pinnacle Wealth Advisors offers investment supervisory services with portfolio management, financial planning, and consulting. They also provide stand-alone financial planning and retirement plan consulting. Investment advice is tailored to client circumstances. They manage client portfolios with discretionary authority, using various instruments including stocks, bonds, mutual funds, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.95% |
| $4.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees may be negotiable for accounts with market value in excess of $7,000,000.
9200 SE Sunnybrook Boulevard, Suite 170, Clackamas, OR, 97015