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How does the advisor help clients – Key Takeaways:
PINNACLE WEALTH MANAGEMENT, INC. is a financial advisory firm that specializes in helping clients manage their wealth and achieve their financial goals. They offer a wide range of financial services to cater to the diverse needs of their clients, and their team of experienced advisors strive to provide personalized and tailored solutions to meet each client’s unique situation.
Below are the key takeaways on how PINNACLE WEALTH MANAGEMENT, INC. helps clients:
- Offers a diverse range of financial services to meet clients’ needs
- Provides personalized and tailored solutions
- Experienced team of advisors
- Helps clients manage their wealth and achieve financial goals
Facts and Insights
As of 2020, PINNACLE WEALTH MANAGEMENT, INC. has been in business for 15 years, serving clients across the country. The firm has over $1 billion in assets under management and has a team of 20 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 2005 |
|---|---|
| Assets Under Management: | $1 billion |
| Number of Advisors: | 20 |
Financial Services Offered
PINNACLE WEALTH MANAGEMENT, INC. offers a range of comprehensive financial services to help clients meet their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
Client Types
The firm serves a diverse range of clients, from high-net-worth individuals to small business owners. Their services are tailored to meet the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
PINNACLE WEALTH MANAGEMENT, INC. charges a fee based on a percentage of assets under management. This fee structure is transparent and aligns the firm’s interest with that of their clients. They do not receive commissions for recommending specific products or services, ensuring that their advice is unbiased and in the best interest of their clients.
Background
PINNACLE WEALTH MANAGEMENT, INC. was founded in 2005 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. Under his leadership, the firm has grown to become a trusted financial advisory firm, known for its personalized and holistic approach to wealth management.
Financial Advisor Disclosures to Know
As a registered investment advisor, PINNACLE WEALTH MANAGEMENT, INC. adheres to strict ethical and legal standards set by the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interest of their clients at all times and must disclose any conflicts of interest that may arise.