Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Investments offers various wrap fee programs with different fee structures. The American Funds F-2 share program has a flat advisory fee ranging from 0.25% to 1.00% annually. The Ascend program fees range from 0.25% to 1.50% annually, which may be negotiated based on account size and level of service. Betterment, LLC receives 0.25% for the use of their platform. ETF fees are separate and embedded within the ETF price. Wells Fargo Advisors Programs are billed solely by WFA, not Pinnacle Investments.
Areas of Practice
Advisor Information
Office location
North Smithfield, RI
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Customer Dispute
December 2000Other Business ActivitiesSells Insurance
Brian is a caterer for Mickey G's Clam Shack, Vice President of North Smithfield Land Trust, and counts auto parts for Automotive Computer Services and Parts Department Services. Brian also works as an insurance agent, dedicating a few hours per week to insurance sales.