Shealy/Pinnacle Advisors works with Pinnacle Advisors to provide wealth management services, including financial planning, investment advice, and administrative support. They recommend financial planning to make informed decisions for clients. Services include formal and informal wealth management programs, investment advice, and retirement plan consulting. Shealy/Pinnacle Advisors does not actively manage assets; Pinnacle does.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Shealy/Pinnacle Advisors does not directly charge fees or manage investments. Fees are charged by Pinnacle Advisors, who actively manages the investments. Shealy/Pinnacle Advisors receives a portion of the fees Pinnacle charges.
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