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Skyview Pinnacle

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Client assets under management

$10,468,799

Clients

45

0% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

15

Very Low

Average account size

$232,640

About

Skyview Pinnacle provides discretionary portfolio management and financial planning services to individuals, high‑net‑worth individuals, trusts, associations, and businesses. The firm delivers ongoing portfolio management tailored to clients’ goals and risk tolerances and also provides written financial plans or single‑topic consulting.

Investment decisions combine technical, quantitative, fundamental, cyclical and economic analysis; the firm uses charting and model outputs alongside professional judgment to set asset allocation and trade timing. Skyview Pinnacle implements strategies on a discretionary basis through a qualified custodian and states that financial planning may be delivered for a fixed fee or on an hourly basis.

Distinctive features include its affiliation with insurance activities: advisory personnel are licensed to sell insurance and may receive commissions for insurance products, a relationship the firm discloses as a potential conflict of interest. The firm is newly formed and relatively small, typically directs clients to a single custodian (Interactive Brokers), and emphasizes model-driven analysis while acknowledging model risk and the role of advisor judgment.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Factor investing / smart beta

Fee options

Fixed

Fixed fees for financial planning services typically range from $500 to $10,000 depending on scope and complexity.

Percentage

$0 - $100,000: 2.00% $100,001 - $500,000: 1.75% $500,001 - $2,000,000: 1.50% $2,000,001+: 1.25%

Project-based

Hourly financial planning fees range from $125 to $400 per hour billed in 15-minute increments.

Other

Fee-only: Fixed fees for financial planning typically range from $500 to $10,000 depending on scope and complexity; hourly rates range from $125 to $400 per hour billed in 15-minute increments.

Main office location

Skyview Pinnacle

Apollo Beach FL, United States

Number of offices

2

Most active in

Arkansas · California · Florida · Louisiana · Michigan · New Hampshire · New York · Texas · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Michelle M

Series 65

Apollo Beach, FL

Skyview Pinnacle

Michelle Miller is a financial advisor at Skyview Pinnacle with a Series 65 credential and one year of industry experience. Prior to joining Skyview Pinnacle, she worked at Mango Technologies International, Inc. and IBM. Outside of her advisory role, she is a licensed insurance agent authorized to sell life insurance and annuity products through various carriers. Skyview Pinnacle provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, associations, and businesses. The firm combines technical, quantitative, fundamental, cyclical, and economic analysis with model-driven approaches and professional judgment to manage portfolios on a discretionary basis.

Active portfolio management Factor investing / smart beta
user avatar

James T

Series 63, Series 65

Apollo Beach, FL

Skyview Pinnacle

James Tuberosa is a financial advisor at Skyview Pinnacle with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022. Outside of his advisory role, he consults and sells life insurance and annuities through Informed Choice Insurance. Skyview Pinnacle provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, associations, and businesses. The firm combines technical, quantitative, fundamental, cyclical, and economic analysis in its investment decisions and delivers tailored portfolio management alongside written financial plans or consulting.

Active portfolio management Factor investing / smart beta
user avatar

Christopher L

Series 65

Apollo Beach, FL

Skyview Pinnacle

Christopher Lazaro is a financial advisor at Skyview Pinnacle with a Series 65 credential and one year of industry experience. He is also a licensed real estate broker and operates his own real estate company, Metro International Realty PLLC, which he founded in 2013. Additionally, Lazaro holds licenses as a mortgage loan officer and a life, health, and variable contracts insurance agent, focusing on marketing and referrals in these areas. Skyview Pinnacle provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, associations, and businesses. The firm uses a combination of technical, quantitative, fundamental, cyclical, and economic analysis to guide investment decisions and emphasizes model-driven strategies implemented through a qualified custodian.

Active portfolio management Factor investing / smart beta
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