Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Pinnacle's Wealth Management Program fees are based on a percentage of assets under management, billed quarterly in arrears. There are also annual flat fees for clients with more comprehensive planning needs. Individual clients are required to be part of a Wealth Management program and pay a minimum annual fee based on the program selected. Financial planning only fees range from $2,000 to $20,000. Asset tracking fees are charged at 0.15% on non-managed assets.
Areas of Practice
Advisor Information
Office location
590 Lexington Ave., Mansfield, OH, 44907
Get directionsRegulatory History
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.
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Richard works as a CPA at Kleshinski, Morrison & Morris and is a Vice President at Pinnacle Family Office, LLC, each taking nearly full-time hours. He also holds positions at KM&M Pinnacle, Ltd., Globalnet Solutions, Inc., 131 Dillmont Partners, and TVFLRE, LLC, requiring minimal time commitments.