MJ
CFA · CFP

Monica Judith Jalife

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
32 advisors
Number of Clients
2,568 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$9.9B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

Pinnacle charges an annual management fee based on a percentage of assets managed, typically ranging from 0.50% to 1.50%. The exact fee depends on the client type, investment strategy, and service complexity. Fees are usually charged quarterly, based on the market value of assets. Clients may also incur additional charges from third parties like brokers and custodians. A minimum portfolio size of $1,000,000 is generally required, but may be waived at the firm's discretion.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

286 Madison Avenue, 20th Floor, New York, NY, 10017

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Regulatory 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.

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Employment History
Current Registrations
Pinnacle Associates, Ltd.
December 2012 - Present · 13 yrs 1 mo
Withum Wealth Management
September 2011 - Present · 14 yrs 4 mos
State Registrations4 states
CTFLNJTX
Advisor
Exams
No exam information available for this advisor.