Pinnacle Investments operates as both a registered investment advisor and a registered broker-dealer, offering a range of wealth management services including discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection. Established in 1995 and headquartered in East Syracuse, New York, Pinnacle Investments works with individuals, retirement plans, trusts, and businesses. The firm offers managed account programs such as AdvisorPro and Pinnacle Capital Management, utilizing custodians like First Clearing and Charles Schwab. Representatives help clients align portfolios with their personal goals, risk tolerance, and time horizon while employing various analytical methods and investment strategies. Pinnacle Investments places an emphasis on tailoring services to individual needs and maintaining supervisory reviews to manage potential conflicts of interest associated with dual registration, affiliated entities, and platform options.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
The 3.00% annual rate is maximum and negotiable based on account size, investment complexity, use of sub-advisors, and level of service required. Minimum annual program fee is $100.00.