The Pinnacle Financial Group (TPFG) offers ongoing portfolio management based on individual client goals and risk tolerance. TPFG also provides consulting services to pension and employee benefit plans. TPFG may direct clients to third-party money managers and receive a fee share. Investment advice is generally limited to mutual funds, equities, bonds, ETFs, and insurance products. Financial planning services are also available.
Fee Structure
TPFG offers investment management services where fees range from 0.0% to 2.50% of the value of your portfolio annually. The specific fee depends on the nature of your account, the amount you invest, and other considerations. If you are on the LPL SWM platform, you will pay separate transaction fees. Fees are negotiable.