Pinnacle Family Advisors is a registered investment advisor based in Springfield, Missouri, offering personalized financial services since 2007. The firm provides discretionary and non-discretionary asset management, comprehensive family office and wealth planning services, retirement asset management through specialized programs like AdvisorK, and financial planning and consulting. Pinnacle Family Advisors utilizes technical and fundamental analysis alongside proprietary risk management models to build and monitor client portfolios using stocks, exchange-traded funds, mutual funds, and affiliated investment products. The firm also offers pension consulting services to employee benefit plans and acts as investment advisor to affiliated registered investment companies. Pinnacle Family Advisors focuses on tailoring its investment strategies and wealth planning to match individual client objectives, risk tolerance, and financial situations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.0% and is negotiable. AdvisorK retirement asset management is typically charged at 0.75% annually.