Daniel Cesta
Advisor at Pinnacle Wealth Management Group, 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.
Advisor at Pinnacle Wealth Management Group, 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.
Location
Plymouth, MI 48170
Credentials
CFP®, Series 63, Series 65
Industry experience
29 years
Daniel Cesta is a CFP® professional with 29 years of industry experience, currently serving at Pinnacle Wealth Management Group, Inc. in Plymouth, MI. He has been with Pinnacle and Private Client Services since 2016. Outside of his advisory role, he is president of a local condo association. Pinnacle Wealth Management Group, Inc. provides financial planning and discretionary portfolio management to individual, high-net-worth, and corporate clients, including a wrap-fee Platinum family-office program. The firm uses strategic asset allocation with tactical rebalancing and manages accounts primarily on a discretionary basis through model strategies incorporating equities, fixed income, mutual funds, ETFs, and alternatives.
Based on Pinnacle Wealth Management Group, Inc.
Based on Pinnacle Wealth Management Group, Inc.
Financial planning fixed fees range from $2,000 to $5,000 depending on complexity
$500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.90% $3,000,000 - $3,999,999: 0.80% $4,000,000 - $4,999,999: 0.75% $5,000,000+: Negotiable
Associates may sell securities for commissions via Private Client Services, separate from advisory fees
Financial planning services charged at $150 to $300 per hour, depending on staff member
Account minimum: $500,000 Fee-only: Financial planning fixed fee: $2,000 to $5,000 (negotiable); hourly fee: $150 to $300 per hour (minimum 2 hours, negotiable)
849 Penniman Suite 201
Plymouth, MI 48170
Florida · Michigan · New York · Texas
Private Client Services
2016 - Present (10 years)
Pinnacle Wealth Management Group, Inc.
2016 - Present (10 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:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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