Pinnacle Advisory Services, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pinnacle Advisory Services, LLC co-advises clients with Pinnacle, offering wealth management programs (Compass, Lifetime, Enhanced, Family Office, Insight), financial planning, investment advisory services, and quarterback services. They do not actively manage assets but provide expertise and input. Pinnacle actively manages $592.1 Million.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Pinnacle's Wealth Management Program fees are based on a percentage of assets under management, billed quarterly in arrears. There are also annual flat fees for clients with more comprehensive planning needs. Individual clients are required to be part of a Wealth Management program and pay a minimum annual fee based on the program selected. Financial planning only fees range from $2,000 to $20,000. Asset tracking fees are charged at 0.15% on non-managed assets.
Areas of Practice
Location
OH, United States