Wealth Pinnacle manages investment portfolios and offers financial planning and consulting services for individuals, families, businesses, trusts, and estates. Led by Chartered Financial Analyst Gary R. Downie, the firm builds customized investment portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds, managing them with the authority to make trades without asking first. Wealth Pinnacle tailors strategies to each client's specific goals, such as retirement funding, capital appreciation, or capital preservation, while providing periodic financial discussions. In addition to investment management, Wealth Pinnacle prepares written financial plans based on a client's overall financial situation, including assets, liabilities, income, and expenses, and offers financial consulting on an hourly basis. The firm operates independently and does not provide legal or tax advice, recommending that clients consult qualified professionals for those needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are pro-rated and paid quarterly in advance. Fees may be negotiable in certain cases.