Pinnacle Investments, LLC
Assets Under Management
$1.1B
Number of Clients
1,961
Number of Advisors
55
Average Client AUM
$539K
AUM per Advisor
$19.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pinnacle Investments, established in 1995, provides wrap fee advisory programs including Mutual Fund/ETF, Unified/Separately Managed Accounts, FA Directed, and Non-Discretionary programs. They also offer financial planning. Fees vary based on the program and service model. The firm acts as a broker-dealer, selling various securities.
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
Location
5845 Widewaters Pkwy, Ste 300, East Syracuse, NY, 13057