Pinnacle Wealth Management offers asset management and financial planning & consulting services. Asset management includes creating tailored portfolios with various securities, reviewed and rebalanced annually. Financial planning covers investment, retirement, estate, tax, education, real estate, and insurance analysis. Pinnacle Wealth Management may utilize sub-advisory services from third-party investment advisory firms.
Assets Under Management$210M
Clients458
Advisors3
Avg. per Client$460K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees may be negotiable depending on the client’s circumstance. Certain legacy clients may have a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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