Pinnacle Wealth Advisors
Assets Under Management
$461.4M
Number of Clients
813
Number of Advisors
11
Average Client AUM
$568K
AUM per Advisor
$41.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pinnacle Wealth Advisors provides investment supervisory services incorporating portfolio management, financial planning, and consulting. They also offer standalone financial planning and retirement plan consulting. Investment advice is tailored to individual client circumstances and financial goals. They manage client portfolios with discretionary authority, utilizing various investment instruments and potentially engaging independent third-party money managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.95% |
| $4.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees are generally not negotiable, although we reserve the right to negotiate asset-based fees for accounts with market value in excess of $7,000,000 and to make certain exceptions to our general fee policies for family members, friends or individuals personally known to us , and/or those who are employed by non-profit organizations.
Fee Estimator
For full-service advisory engagements, you'll pay an annual fee based on your portfolio size (see rates in table). Fees are calculated as a percentage of the market value of your investment account(s). Stand-alone financial planning fees range from $3,000 to $5,000, but may be higher for institutional clients. Hourly rates may be charged up to $495. Retirement plan consulting fees range from 0.10% to 0.50% of the plan's market value.
Areas of Practice
Location
9200 SE Sunnybrook Boulevard, Suite 170, Clackamas, OR, 97015