Pinnacle Stream Capital provides ongoing asset management services to clients. They determine investment goals, time horizons, objectives, and risk tolerance to create investment strategies, select investments, allocate assets, and monitor portfolios. Clients authorize Pinnacle Stream Capital to execute investment program transactions.
Assets Under Management$6.1M
Clients7
Advisors2
Avg. per Client$870K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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