Pinnacle Wealth Management Group offers personalized investment management, generally on a discretionary basis. They evaluate each client’s financial circumstances to provide financial planning services, including risk tolerance and time horizon. They offer ongoing portfolio management services in a wrap fee program. For qualifying clients, they offer a platinum program that consists of family office services, which are designed to help clients organize their financial situations and plan for the successful transfer of wealth to the next generation in the most tax-advantageous manner. They also offer an ongoing monitoring service for assets held away from their management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable. Platinum Program fees range from 0.25% to 1.00% in addition to the portfolio management fee.