Pinnacle Capital Management (PCM) offers investment advice to individuals, retirement plans, trusts, estates, and other organizations. PCM creates customized investment policies based on client objectives, risk tolerance, and time horizon. PCM manages accounts on a discretionary or non-discretionary basis, investing in equities, ETFs, mutual funds, private funds, and fixed income securities. PCM also provides sub-advisory services through the Pinnacle Investments' Pinnacle Capital Management Separately Managed Account Program.
Fee Structure
PCM's fees for advisory services are based on a percentage of the assets they manage in your account. The annual fee is agreed upon between PCM and the client, taking into account factors like investment style, account size, and specific investment guidelines. PCM's annual fee typically ranges between 0.20% and 1.00%. All fees and account minimums may be negotiated. Fees are payable in advance, invoiced at the beginning of each calendar quarter based on the value of the account at the end of the previous quarter. If you end your relationship with PCM before the end of a quarter, you'll receive a pro-rated refund.