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
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY, 13057
Get directionsRegulatory History (1)
Employment Separation After Allegations
May 2001Other Business Activities
Daniel is the CEO of Confidential Planning, providing financial services, and a board member of Pinnacle Holding Company, LLC, which also provides financial services. Both roles require a few hours per week.