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
Quincy, MA
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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Brendan is an investment advisor representative (IAR) with Pinnacle Capital Management and an advisor with Pinnacle Investments LLC, both since 2019. The time commitment for these roles varies.