Advisor at Pinnacle Advisors
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.
William Heichel is a CFP® professional with 19 years of industry experience, currently affiliated with Pinnacle Advisors. He is president and shareholder of Professional Planning Coordination Services, LLC, which provides administrative services to CPAs, attorneys, and RIAs. Heichel also maintains a part-time individual law practice. Pinnacle Advisors is a multi-team wealth management firm serving individual and high-net-worth clients with integrated financial planning, discretionary portfolio management, and trust services across formal Wealth Management Programs.
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
Florida · Ohio
Professional Planning Coordination Services, LLC
2012 - Present (14 years)
Pinnacle Wealth Planning Services, Inc.
2011 - Present (15 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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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