James Ruthsatz Pinnacle Advisor co-advises clients with Pinnacle Advisors, offering financial planning, investment advisory, and quarterback services bundled into Wealth Management Services. Pinnacle actively manages the assets, while James Ruthsatz Pinnacle Advisor provides expertise and participates in client meetings. Services include formal and informal wealth management programs, financial planning, and retirement plan consulting.
Fee Structure
Pinnacle Advisors, with input from James Ruthsatz Pinnacle Advisor, manages your investments as part of a wealth management program. The fees for investment management are charged by Pinnacle. James Ruthsatz Pinnacle Advisor does not charge any additional fees. Contact Pinnacle directly for information on their investment management fees.