Pinnacle Strategic Wealth Management (PSWM) offers wealth management for high net worth individuals, focusing on investment management using Modern Portfolio Theory and asset allocation strategies. PSWM also provides financial planning services for the mass affluent, covering financial positioning, protection, investments, taxes, retirement, and estate planning. Portfolios are rebalanced quarterly, and financial plans are reviewed annually.
Assets Under Management$150M
Clients501
Advisors2
Avg. per Client$290K
Avg. per Advisor$73M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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