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Pinnacle Investments, LLC

Updated today

Total assets under management

$1,056,507,711

Total clients

1,958

1% high-net worth

Total advisors

50

of 60 employees

Firm size

Multi Team

Average clients per advisor

39

Average account size

$539,585

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Financial planning fees can be charged as a flat fee per plan (up to $5,000)

Project-based

Financial planning fees may be charged, generally not to exceed $5,000 per plan

Other

Account minimum: $10,000 may be waived Minimum fee: Minimum annual program fee of $100

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Pinnacle Investments, LLC

5845 Widewaters Pkwy, Ste 300

East Syracuse NY 13057, United States

Number of offices

14

Warmer team member

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