LM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$250K
Co-Advisor does not charge any fees in addition to Pinnacle’s fees for services. Pinnacle pays Co-Advisor a portion of the fees they receive from clients for financial planning, investment advisory, and retirement plan consulting.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
590 Lexington Ave., Mansfield, OH, 44907
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Km&m Pinnacle, Ltd.
March 2000 - Present · 25 yrs 10 mos
Previous Registrations
Expand Financial, LLC
June 2010 - November 2021 · 11 yrs 5 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.