Pinion Financial Services provides financial planning and investment advice. It connects clients with third-party investment advisors for services like mutual fund wrap and separately managed accounts. Pinion assists in selecting and monitoring these third-party advisors based on the client's risk tolerance, goals, and investment experience. Pinion Financial Services also offers financial planning services, including creating financial programs based on a client's financial circumstances and objectives.
Fee Structure
Pinion Financial Services does not directly manage investments. Instead, they connect clients with third-party investment advisors. These advisors typically charge 1% of the assets they manage. Pinion Financial Services is paid out of this overall fee. Financial planning is included as part of the evaluation process.