Pinnacle Investments offers financial planning and portfolio management services to individuals, pension plans, trusts, estates, and other organizations. Pinnacle Investments offers several managed account platforms, including AdvisorPro, which allows investment advisor representatives to manage investments on a discretionary basis. Pinnacle Capital Management (PCM), a subsidiary, provides investment supervisory services. Pinnacle Investments also offers wrap fee programs and financial planning services.
Fee Structure
Pinnacle Investments charges an annual advisory fee of 3.00% for AdvisorPro accounts. This fee may be negotiable based on the investment advisor representative, account size, investment complexity, use of PCM as a sub-advisor, and the level of service required. There is a minimum annual program fee of $100.00. Accounts managed by PCM generally have a minimum opening balance of $100,000.