Pinnacle Wealth Management, Inc.

Retirement Planning Firm in Brighton, MI

Firm Info
Address: 7600 Grand River Ave Suite 220, Brighton, MI 48114, USA
Phone: (810) 220-6322

Firm Size
Assets Under Management: $162.5 million
# of Advisors: 3
# of Clients: 776
Client to Advisor Ratio: 259:1
Average Account Size: $209,363
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Pinnacle Wealth Management, Inc. Overview

PINNACLE WEALTH MANAGEMENT, INC. is a Denver-based registered investment advisory firm founded in 2017. The firm offers financial planning and portfolio management services for individuals and small businesses. As a fee-only firm, they do not receive commissions or compensation from third-party sources, ensuring their clients receive objective and unbiased advice. The firm specializes in providing investment advice only, which means they do not sell any financial products or insurance policies. This allows them to focus solely on the best interests of their clients and provide tailored solutions for their unique financial needs. With over four years of experience in the industry, PINNACLE WEALTH MANAGEMENT has established a reputation for their expertise and commitment to helping clients achieve their financial goals. Their team of professionals works closely with each client to develop a personalized financial plan and investment strategy that aligns with their long-term objectives. Whether you are an individual looking to grow your wealth or a small business seeking investment guidance, PINNACLE WEALTH MANAGEMENT, INC. is equipped to provide the expert advice and support needed to achieve financial success.

PINNACLE WEALTH MANAGEMENT, INC. serves a diverse range of clients, including individuals and high net worth individuals seeking comprehensive financial management solutions. These clients benefit from the firm's expertise in wealth management, financial planning, and investment strategies. PINNACLE WEALTH MANAGEMENT, INC. helps clients navigate the complex world of finances by providing personalized solutions that meet their unique needs. When it comes to fee structures, PINNACLE WEALTH MANAGEMENT, INC. offers a variety of options that can be tailored to the specific services provided. For clients seeking ongoing investment management services, a percentage of assets under management (AUM) is the most common fee structure. This ensures that the interests of the client and the firm are aligned, as the firm earns more if the client's portfolio grows. Alternatively, for clients who require specific financial planning advice or consultation, an hourly fee structure may be appropriate. Finally, for clients with a one-time financial planning need, such as a retirement plan review or estate planning advice, a fixed fee structure may be the best option. PINNACLE WEALTH MANAGEMENT, INC. prides itself on transparency and fairness in all of its fee structures, ensuring that clients fully understand the costs associated with its services.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Pinnacle Wealth Management, Inc., the firm's investment minimum is not mentioned.

How This Office Can Help Brighton, MI Residents

Pinnacle Wealth Management, Inc. provides personalized financial planning and investment management services to clients in Brighton, MI. We assist our clients in navigating their financial situations and creating a comprehensive plan to achieve their financial goals. Those living in Brighton, MI might be facing situations such as retirement planning, college planning, investment management, tax planning, estate planning and risk management. Our team works closely with our clients to understand their needs and then develop a customized plan, based on their unique financial situation. We then assist in implementing and monitoring the plan to ensure that our clients remain on track towards achieving their financial goals. Pinnacle Wealth Management, Inc. takes pride in serving the Brighton, MI community by providing quality financial advice and guidance to our clients.

To view the Minimum Investment and Fee Schedule for Pinnacle Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Pinnacle Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Pinnacle Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 7600 Grand River Ave Suite 220, Brighton, MI 48114, USA
Phone (810) 220-6322
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 2696 SOUTH COLORADO BLVD, SUITE 430, DENVER, CO 80222, United States

This firm has no other locations.


Disciplinary History

Pinnacle Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.