KM&M Pinnacle Ltd. is a registered investment advisor based in Mansfield, Ohio, that co-advises clients in partnership with Pinnacle Advisors. KM&M Pinnacle Ltd. offers comprehensive wealth management services, which bundle financial planning and investment advisory services across several specialized programs designed for different life stages and asset levels—ranging from the Compass program for retirees to the Family Office program for ultra-high-net-worth families. Clients also receive access to financial planning covering personal budgets, taxes, investments, insurance, retirement, and estate planning. While KM&M Pinnacle Ltd. professionals provide expertise and participate in client meetings, the actual day-to-day management of investments and trade execution are handled by Pinnacle Advisors. Additionally, the firm's principals are Certified Public Accountants who maintain affiliations with accounting and real estate firms.
Fee Structure
Investment management fees and fee schedules are determined and charged by the partner firm, Pinnacle Advisors. KM&M Pinnacle Ltd. refers clients to Pinnacle Advisors and co-advises on the relationship, receiving a portion of the advisory fees collected. Specific investment management fee percentages and tiers are detailed in Pinnacle Advisors' disclosure brochure.