Pinnacle Wealth Management

Wealth Management Firm in Hartwell, GA

Firm Info
Address: 140 Bridges Rd ste d, Mauldin, SC 29662, USA
Phone: (864) 406-3324

Firm Size
Assets Under Management: $159.2 million
# of Advisors: 2
# of Clients: 700
Client to Advisor Ratio: 350:1
Average Account Size: $227,432
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

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

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

  • Pension & Profit Sharing Plans

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

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Pinnacle Wealth Management, LLC Overview

Pinnacle Wealth Management, LLC is a fee-based Registered Investment Advisory firm that provides investment advice only. Established in 2021, the firm is headquartered in Roseville, CA. Pinnacle Wealth Management offers financial planning services and portfolio management for individuals and small businesses. Their fee arrangement is based on a percentage of assets under management. Pinnacle Wealth Management's focus is on providing personalized investment advice and guidance that is tailored to their clients' specific needs. Their team of experienced advisors works one-on-one with each client to evaluate their financial goals and risk tolerance, then develops a customized investment strategy that aligns with those goals. In addition to their financial planning and portfolio management services, Pinnacle Wealth Management also helps clients select other advisors, such as attorneys, accountants, and insurance agents, when needed. This comprehensive approach ensures that clients receive the support and guidance they need to reach their financial goals and secure their financial future.

PINNACLE WEALTH MANAGEMENT, LLC caters to a diverse range of clients, namely individuals, high net worth individuals, as well as pension or profit sharing plans. These clients vary in their financial needs and areas of concern, which makes it necessary for the firm to provide customized solutions that suit their unique requirements. Whether it is retirement planning, tax efficiency, or estate planning, PINNACLE WEALTH MANAGEMENT, LLC is equipped to handle a wide range of client needs. Clients of PINNACLE WEALTH MANAGEMENT, LLC can enjoy flexible fee structures, which ensures that they receive the right service at the right cost. Depending on the level of service provided and individual needs, clients can opt for fee structures that include percentages of their assets under management (AUM), hourly rates, or fixed fees. The percentage of AUM fee structure is based on the total amount of assets being managed by the firm and is commonly used for investment advisory services. The hourly rate is usually applied for consultations, while the fixed fee structure offers predictability and transparency in cost, making it particularly attractive for specific, one-time services. With multiple pricing options available, clients of PINNACLE WEALTH MANAGEMENT, LLC can choose the fee structure that best suits their requirements while receiving top-quality financial advice and guidance from experienced professionals.

Typical Clients, Fee Structures & Investment Minimum

According to PINNACLE WEALTH MANAGEMENT, LLC's Part 2 Brochure, the firm does not mention an investment minimum.

How This Office Can Help Hartwell, GA Residents

Pinnacle Wealth Management is a full-service financial planning and wealth management firm that assists clients in Hartwell, GA with a variety of financial situations. One common financial concern clients in Hartwell may face is how to save for retirement. Pinnacle's team of financial advisors can offer personalized retirement planning advice, help clients choose the best investment vehicles for their retirement goals, and provide ongoing investment management services to ensure those goals are met. Another common concern for clients in Hartwell is managing debt. Pinnacle Wealth Management can assist clients in creating a debt management plan, consolidating debt, and finding ways to reduce interest payments. They can also offer advice on managing credit cards and other financing options, helping clients avoid the pitfalls of credit card debt and maintain a healthy credit score. With a focus on long-term financial planning, Pinnacle can help clients in Hartwell navigate a variety of financial challenges and achieve their financial goals.


Services Offered by Pinnacle Wealth Management, LLC

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, LLC 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 140 Bridges Rd ste d, Mauldin, SC 29662, USA
Phone (864) 406-3324
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 2271 LAVA RIDGE COURT, SUITE 200, ROSEVILLE, CA 95661, United States

This firm has no other locations.

State Registrations

Pinnacle Wealth Management, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Nevada
  • New Hampshire
  • Oregon
  • Texas
  • Washington

Disciplinary History

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