Km&m Pinnacle, Ltd.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pinnacle CPA Wealth Planning Services, a subsidiary of KM&M Pinnacle Ltd, co-advises clients with Pinnacle Advisors. They offer wealth management programs, financial planning, investment advisory, and pension consulting. Co-Advisor offers expertise and input but does not actively manage assets.
Fee Structure
Minimum Investment:$250K
Co-Advisor does not charge any fees in addition to Pinnacle’s fees for services. Pinnacle pays Co-Advisor a portion of the fees they receive from clients for financial planning, investment advisory, and retirement plan consulting.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Location
590 Lexington Ave., Mansfield, OH, 44907