Skyview Pinnacle provides ongoing investment management based on your goals and risk tolerance. They use technical, quantitative, fundamental, and economic analysis to choose investments. Skyview Pinnacle also offers financial planning services, ranging from broad plans to single-subject consultations. They will gather information about your finances and goals to create a plan designed to help you achieve them.
Assets Under Management$10M
Clients45
Advisors3
Avg. per Client$230K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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% |
Advisor may negotiate fees based upon factors such as account size, a Client’s relationship with the firm, workload and complexity of assets being managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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