DFFA, in conjunction with Pinnacle Advisors, provides wealth management programs, financial planning, and investment advisory services. DFFA focuses on client interaction and expertise, while Pinnacle handles active investment management. Services are tailored to clients' needs, including financial planning, investment advice, and coordination with other professional advisors.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
DFFA does not directly manage investments. Pinnacle Advisors manages the investments and charges fees. DFFA receives a portion of those fees for initiating the client relationship and providing ongoing expertise.
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