Pinnacle Planning Advisors offers investment management and financial planning services. Investment management is tailored to each client's goals, risk tolerance, and time horizon. Financial planning covers retirement, investments, education, insurance, and estate planning. Pinnacle Planning Advisors primarily works with individuals and high-net-worth individuals.
Assets Under Management$3.8M
Clients8
Advisors1
Avg. per Client$480K
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.15% |
| $100K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.75% |
Fees are negotiable for amounts above $1,500,000. Investment management services may also be maintained via a retainer fee schedule or a blend of retainer and variable asset fee, if chosen. These fixed annual retainer fees are negotiable but will range from $2,000 to $12,000 per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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