Pinnacle Investment Advisors offers personalized financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education, and plan for retirement and estate matters. Pinnacle Investment Advisors does not sell financial products but does accept commissions from insurance products. Investment advice is provided with the client making the final decision.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for portfolios over $1,000,000. For portfolios consisting entirely of commercial paper, certificates of deposit, corporate bonds, or U.S. government securities: Up to $99,999: 1.00%, $100,000 to $1,000,000: 0.50%, Over $1,000,000: Negotiable