Pinnacle Treasury Investments manages investments for individuals, governmental entities, high net worth individuals, and businesses. Pinnacle Treasury focuses on investing in U.S. Treasury securities, including bills, notes, bonds, and inflation-protected securities. Pinnacle Treasury aims to earn income and preserve capital for its clients. Pinnacle Treasury provides discretionary investment management services.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.45% |
| $10.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable and may be waived for employees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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