Pinkerton Wealth Partners
Assets Under Management
$1.3B
Number of Clients
1,152
Number of Advisors
13
Average Client AUM
$1.1M
AUM per Advisor
$96.4M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Pinkerton Wealth, LLC offers investment advisory services through its Pinkerton Investment Platform (PIP) for various clients. They provide customized investment programs, financial planning services, and pension consulting. The firm manages assets on both discretionary and non-discretionary bases.
Fee Structure
Pinkerton Wealth charges an annual investment advisory fee that varies up to 2.0% of assets, determined by market value, asset types, client's financial situation, and trading activity. Financial planning services are billed hourly ($50-$400/hour) or fixed-fee ($500-$150,000), based on service depth and complexity. Clients may be charged a maximum sub-adviser fee of 0.8% by Sherman Portfolios. The minimum household account size is $500,000 for Comprehensive Wealth Management.
Areas of Practice
Location
2000 John Loop, Coeur D'Alene, ID, 83814