Pinkerton Wealth Partners

Assets Under Management

$1.3B

Number of Clients

1,152

Number of Advisors

13

Average Client AUM

$1.1M

AUM per Advisor

$96.4M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Pinkerton Wealth, LLC offers asset management through its Pinkerton Investment Platform (PIP) and financial planning services. They provide customized investment strategies and written financial plans, either on a one-time or continuous basis. They also offer pension consulting services.

Fee Structure

Minimum Investment:$500K
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Loading...
Location

2000 John Loop, Coeur D'Alene, ID, 83814

13 Advisors at this firm