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.
Irvine, CA
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