Pinnacle Wealth Management offers personalized investment advice and financial planning to individuals, families, and businesses. Their services include portfolio management, financial planning, stand-alone advisory consulting, pension consulting, selection of other advisors, educational classes and 401(k) management. Financial plans are based on your financial situation and you are not obligated to act on their recommendations or implement the plan through them.
Assets Under Management$120M
Clients340
Advisors4
Avg. per Client$360K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...