Pinnacle Wealth Management offers investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Pinnacle Wealth provides portfolio management services on a discretionary or non-discretionary basis. Financial planning services include cash flow, retirement, insurance, portfolio, education savings, and estate analysis. Pinnacle Wealth also assists clients in selecting third-party investment advisors.
Assets Under Management$95M
Clients139
Advisors2
Avg. per Client$690K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.75% |
| $3.5M+ | 0.60% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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