R&M Consultants co-advises clients with Pinnacle Advisors, providing financial planning, investment advisory, and quarterback services. R&M recommends clients utilize their financial planning service. They offer formal and informal wealth management programs tailored to different net worth levels. R&M does not actively manage assets; Pinnacle handles that.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
R&M Consultants co-advises with Pinnacle Advisors. Pinnacle manages investments, and R&M provides expertise and input. R&M does not charge separate fees; they receive a portion of Pinnacle's fees. For fee information, refer to Pinnacle's brochure.
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