Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinkerton Wealth charges an annual investment advisory fee that varies up to 2.0% of assets, determined by market value, asset types, client's financial situation, and trading activity. Financial planning services are billed hourly ($50-$400/hour) or fixed-fee ($500-$150,000), based on service depth and complexity. Clients may be charged a maximum sub-adviser fee of 0.8% by Sherman Portfolios. The minimum household account size is $500,000 for Comprehensive Wealth Management.
Areas of Practice
Advisor Information
Office location
2000 John Loop, Coeur D'Alene, ID, 83814
Get directionsRegulatory History (2)
Customer Dispute
May 2022Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Polly is a trustee for Greater Manhattan Community Foundations since 2010. She is also the owner of Stoecklein Financial Services, where she works as a CFP (nearly full-time) and sells life, disability, and long-term care insurance (a few hours per week). Additionally, she receives rental income from an office sharing agreement.