WS Wealth Management co-advises clients with Pinnacle Wealth Planning Services. They offer wealth management programs, financial planning, and investment advisory services. WS Wealth Management recommends clients utilize their financial planning service to make well-informed decisions. Pinnacle actively manages all assets, while WS Wealth Management provides expertise and input.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
WS Wealth Management does not directly charge fees. Fees for investment advisory services are charged by Pinnacle Wealth Planning Services. WS Wealth Management receives a portion of those fees as compensation for initiating the client relationship and providing continued expertise.
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