Advisor at Pinnacle West Asset Management Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pinnacle West Asset Management Inc
Location
Casper, WY 82601
Credentials
Series 65
Industry experience
3 years
Variable rates by asset type: Cash and cash equivalents 0.25%; Fixed income securities 0.25%; Equity securities 1.00%; Equity income securities 1.00%; Exchange traded index shares 0.50%; Mutual funds 0.50%
Account minimum: $500,000 Minimum fee: $100 per household minimum fee Fee-only: Fees calculated annually based on asset type percentages, billed quarterly in arrears, deducted from client assets.
Pinnacle West Asset Management
2022 - Present (4 years)
Unemployed
2022 - 2022 (1 year)
City of Laramie
2022 - 2022 (1 year)
Unemployed
2022 - 2022 (1 year)
Centennial Woods LLC
2020 - 2022 (2 years)
True Companies
2019 - 2020 (1 year)
University of Wyoming
2011 - 2019 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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