Pinkerton Wealth Partners Fees & Minimum

Overview

Headquarters: Coeur D'alene, ID
Total Firm Assets: $1.4 billion
Average High-Net-Worth Client Portfolio Size: $2.6 million
Stated Minimum Account Size: $500,000

Recent Rankings

Forbes 2025: 209

Fee Disclosure

Source: FORM ADV PART 2A & 2B COMBINED DISCLOSURE BROCHURE (2026-07-06) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	2.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$20,000	2.00%
$5 million	$100,000	2.00%
$10 million	$200,000	2.00%
$50 million	$1,000,000	2.00%
$100 million	$2,000,000	2.00%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 68.70%
Number of High-Net-Worth Clients: 386
Total Client Accounts: 13,361
Discretionary Accounts: 13,333
Non-Discretionary Accounts: 28

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 120973

FORM ADV PART 2A & 2B COMBINED DISCLOSURE BROCHURE (2026-07-06) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Pinkerton Wealth Partners