Pinnacle Portfolio Advisors offers continuous investment advice based on individual client needs. Pinnacle develops a personal investment policy and manages a portfolio based on client goals, time horizons, risk tolerance, and liquidity needs. Pinnacle manages accounts on a discretionary basis and acts in the client's best interest. Investment recommendations are not limited to specific products and may include stocks, bonds, exchange traded funds and mutual funds.
Assets Under Management$170M
Clients42
Advisors3
Avg. per Client$4.1M
Avg. per Advisor$57M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.78% |
Fees may be negotiable. Discounts are offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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