Pinnacle Investment Advisors, LLC

 

Fee Structure

 

Our minimum portfolio balance requirement is $50,000 and our clients have 24 months to reach this minimum balance.

Our fee is based on a percentage of assets under management computed on a quarterly basis. The percentage charged is based on a series of account ranges. Our fee structure is as follows:

Account Range

Annual Fee %

up to $49,999

2%

$50,000 to $99,999

1.5%

$100,000 to $1,000,000

1%

over $1,000,000

negotiable

As an example, the annual fee for a $75,000 managed account would be $75,000 x 1.5% = $1,125.