Skyview Pinnacle offers ongoing portfolio management and financial planning services. Portfolio management is conducted on a discretionary basis, meaning Skyview Pinnacle makes trades on your behalf based on your goals, time horizon, and risk tolerance, using technical, quantitative, fundamental, and economic analysis. Financial planning services range from broad-based plans to single-subject or consultative advice. Skyview Pinnacle does not act as a custodian for client assets, instead recommending Interactive Brokers as the qualified custodian. The firm was founded in July 2025 and is led by Michelle Finnegan Miller, who also serves as the Chief Compliance Officer. Certain representatives of the firm are licensed insurance agents and may earn commissions on insurance product sales, creating a potential conflict of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are negotiable based on account size, relationship with the firm, workload, and asset complexity.