Pinnacle Retirement & Financial Planning (PRFP) offers financial planning and investment advice to individuals, families, and businesses. PRFP helps clients with cash flow planning, retirement income planning, investment management, tax minimization, and estate planning. PRFP acts in the client's best interest. Financial planning generally precedes investment advisory services.
Assets Under Management$55M
Clients142
Advisors1
Avg. per Client$390K
Avg. per Advisor$55M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.5M | 0.90% |
| $3.5M - $6.0M | 0.80% |
| $6.0M - $8.5M | 0.70% |
| $8.5M - $11.0M | 0.60% |
| $11M+ | 0.60% |
There is a stated minimum investment management fee of $3,000 per year, but this may be waived. PRFP reserves the right to charge advisory Clients an additional .25 of 1% for assets housed with different custodians and request consolidated reports.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...