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
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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
Colin is a life insurance agent for both PA Life Insurance (since 2022) and NY Life Insurance (since 2023), selling various insurance products. He also works as an assistant tennis coach at Manlius Pebble Hill School, dedicating about a quarter of his time to this role.