Advisor at Pinnacle Advisors
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Christine Larson Postel is a CFP® professional with 18 years of experience, currently serving at Pinnacle Advisors since 2005. She is based in Mansfield, OH, and has been with Pinnacle Wealth Planning Services, Inc. for over two decades. Pinnacle Advisors is an SEC-registered multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and portfolio management through formal Wealth Management Programs and provides retirement plan consulting, trust services, and access to independent managers.
Based on Pinnacle Advisors
Based on Pinnacle Advisors
Based on Pinnacle Advisors
$0 - $500,000: 1.40% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.70% $4,000,000 - $5,000,000: 0.60% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.40%
Financial planning only clients pay $3,000 to $20,000 one-time fee
Lifetime | Ascent Program retainer fee of $7,500 annually ($1,850 per quarter)
Account minimum: $250,000 Minimum fee: Minimum annual fees vary by program, e.g., $500 for Foundations Program, $5,000 for Lifetime | Compass Program, up to $175,000 for Lifetime | Family Office Program
6 West 3 Rd St., Ste 100
Mansfield, OH 44902
Ohio
Pinnacle Wealth Planning Services, Inc.
2005 - Present (21 years)
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