KM&M Pinnacle co-advises clients with Pinnacle Advisors, offering wealth management programs, financial planning, investment advisory services, and pension consulting. They recommend financial planning to inform investment decisions. KM&M Pinnacle does not actively manage assets; Pinnacle does. They offer formal and informal wealth management programs tailored to different net worth levels.
Fee Structure
KM&M Pinnacle co-advises with Pinnacle Advisors. Pinnacle manages investments based on your individual needs and goals. They offer both discretionary and non-discretionary account management. Pinnacle uses various investments, including stocks, bonds, and mutual funds. Pinnacle's fees are paid either by direct fee deduction from an investment account or client manual billing. KM&M Pinnacle receives a portion of Pinnacle's fees as compensation for initiating the client relationship and continued expertise provided to the co-client.