Pinnacle Financial Services acts as a solicitor, referring clients to UBS Financial Services for investment advisory services. Pinnacle receives a referral fee from UBS based on a percentage of the advisory fees clients pay to UBS. Pinnacle does not provide investment advice or manage client accounts directly.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Pinnacle Financial Services does not manage your investments directly. Instead, they refer you to UBS Financial Services. UBS pays Pinnacle a referral fee equal to 25% of the investment advisory fee you pay to UBS (minus certain expenses). This referral fee is paid by UBS, not in addition to your advisory fee. The specific fees you pay to UBS will depend on the investment program you choose and the amount you invest.
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