Pinnacle Pension Consultants provides pension consulting services, including investment policy statement preparation, selection of investment vehicles, monitoring of investment performance, and employee communications. They also offer consulting services on estate planning, retirement planning, and variable life/annuity policies. Pinnacle Pension Consultants does not manage client assets directly.
Assets Under Management$2.2B
Clients65
Advisors3
Avg. per Client$33M
Avg. per Advisor$720M
Fee Structure
Investment management only (planning not offered)
One-Time Plan:$7,500 - $100,000
Hourly Rate:$100 - $500/hr
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