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
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 →Other Business ActivitiesSells Insurance
Benjamin is CCO/VP/Treasurer of Pinnacle Advisors/NYSA Liquidating Trust, dedicating about 10-20% of his time to compliance and financial oversight. He is also involved with professional race car insurance, receives commissions from life, disability, property, and casualty insurance sales through Gorsline Company, co-owns a short-term rental property with his wife, and is a board member of Pinnacle Holding Co., LLC, spending a few hours per week on this.