Sullivan Pinnacle Advisors co-advises clients with Pinnacle Advisors, offering wealth management programs, financial planning, and investment advisory services. They recommend financial planning to make informed decisions in the client's best interest. Sullivan Pinnacle Advisors focuses on initiating client relationships and providing expertise, while Pinnacle actively manages the investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Sullivan Pinnacle Advisors does not directly manage investments. Pinnacle Advisors manages the investments and charges fees as disclosed in their brochure. Sullivan Pinnacle Advisors receives a portion of those fees for initiating the client relationship and providing ongoing expertise.
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