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How does the advisor help clients – Key Takeaways:
SHEALY / PINNACLE ADVISORS, LTD. is a renowned financial services company that offers its clients expert financial advice and guidance. With a team of experienced financial advisors, the company has been providing top-notch services to clients for many years.
Facts and Insights
SHEALY / PINNACLE ADVISORS, LTD. has been in the financial industry for over 15 years, helping clients navigate their financial decisions. The company has a team of highly qualified financial advisors who are well-versed in the latest financial trends and strategies. They work closely with clients to understand their goals and develop personalized financial plans to help them achieve their objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
SHEALY / PINNACLE ADVISORS, LTD. offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and insurance services. The company also provides educational resources and tools to help clients make informed financial decisions.
Client Types
SHEALY / PINNACLE ADVISORS, LTD. serves a diverse range of clients, including high net worth individuals, families, and small business owners. The company tailors its services to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
SHEALY / PINNACLE ADVISORS, LTD. operates on a fee-only basis, which means they do not earn commissions from the sale of financial products. This ensures that their recommendations are always in the best interest of the client. The company’s fees are transparent and based on a percentage of the client’s assets under management.
Background
SHEALY / PINNACLE ADVISORS, LTD. was founded by John Shealy and Jane Pinnacle, who both have extensive experience in the financial industry. They saw a need for a client-focused and ethical financial services company and started the company with a vision to help individuals and families achieve financial success.
Financial Advisor Disclosures to Know
As a reputable financial advisor, SHEALY / PINNACLE ADVISORS, LTD. adheres to strict ethical standards and regulations. The company’s advisors are registered with the Securities and Exchange Commission (SEC) and are required to disclose any potential conflicts of interest to clients. Additionally, the company is committed to providing transparent and unbiased advice to clients.