Pinnacle Financial Group (PFG) provides investment management and financial planning services to individuals. PFG offers both discretionary and non-discretionary asset management, tailoring investment strategies to client goals and risk tolerance. Financial planning services include full financial plans and consultation services on individual topics. PFG also participates in Altruist LLC’s Model Marketplace.
Assets Under Management$83K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$83K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. When PFG participates in Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee of 0 – 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...