Overview
- Headquarters
- Mansfield, OH
- Total Firm Assets
- $2.1 billion
- Average High-Net-Worth Client Portfolio Size
- $4.1 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: PINNACLE DISCLOSURE BROCHURE (2025-10-09)
· View brochure text
Latest filing: PINNACLE DISCLOSURE BROCHURE (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.40% |
| $500,001 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.90% |
| $2,000,001 | $3,000,000 | 0.80% |
| $3,000,001 | $4,000,000 | 0.70% |
| $4,000,001 | $5,000,000 | 0.60% |
| $5,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | and above | 0.40% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,000 | 1.20% |
| $5 million | $42,000 | 0.84% |
| $10 million | $67,000 | 0.67% |
| $50 million | $227,000 | 0.45% |
| $100 million | $427,000 | 0.43% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 90.43%
- Number of High-Net-Worth Clients
- 477
- Total Client Accounts
- 3,994
- Discretionary Accounts
- 3,966
- Non-Discretionary Accounts
- 28
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 106817
- PINNACLE DISCLOSURE BROCHURE (2026-03-30) · View brochure text
- PINNACLE DISCLOSURE BROCHURE (2025-10-09) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗