Pinkerton Wealth, LLC is a registered investment advisor founded in 1987 and based in Coeur d’Alene, Idaho. The firm provides comprehensive wealth management services, including customized investment management, financial planning, estate planning coordination through partnerships, and retirement plan consulting for businesses. Pinkerton Wealth utilizes a disciplined, formula-driven investment approach that blends active, passive, and tactical strategies, often leveraging model portfolios from its affiliate, True Freedom, LLC. The firm serves individuals, high-net-worth families, businesses, trusts, and retirement plans. Clients can impose reasonable restrictions on their portfolios, and the firm acts legally required to act in your best interest when providing advisory services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual investment advisory fee varies up to 2.0% based on account value, asset types, financial situation, and trading activity, and is negotiable. Affiliate True Freedom, LLC may charge an additional sub-advisor fee up to 0.8%.