Pinnacle Wealth Management

Wealth Management Firm in Kent County, RI

Firm Info
Address: 931 Jefferson Blvd STE 1000, Warwick, RI 02886, USA
Phone: (401) 369-9505

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 registered investment advisory firm that has been in business since 2021, with its headquarters located in Roseville, CA. The firm operates on a fee-based arrangement, meaning that their compensation is based on the financial advice and services they provide to their clients. As an investment advice only firm, Pinnacle Wealth Management focuses solely on providing guidance and recommendations to help their clients achieve their financial goals. Their range of services includes financial planning, portfolio management for both individuals and small businesses, and the selection of other advisors who can help clients with specific financial needs. With a commitment to providing personalized, attentive service, Pinnacle Wealth Management aims to build strong, long-lasting relationships with their clients. They take a comprehensive approach to financial planning, considering all aspects of a client's financial situation to develop customized strategies that align with their goals and objectives. Whether you are an individual investor or a small business owner, Pinnacle Wealth Management can help you navigate the complexities of the financial world and achieve success.

Pinnacle Wealth Management, LLC caters to a diverse range of clients. These include individuals seeking financial guidance, high net worth individuals needing specialized attention, and even pension or profit sharing plans. The firm prides itself in providing customized and personalized solutions to meet the unique needs and goals of each client. With its team of experienced professionals, Pinnacle is well-equipped to handle a wide range of financial scenarios and complexities. When it comes to fee structures, Pinnacle Wealth Management, LLC offers a range of options depending on the scope and type of services needed. For clients with substantial assets, the firm typically charges a percentage of assets under management (AUM). This percentage fee is usually somewhere between 0.25% to 2%, depending on the size of the portfolio. Clients who require only occasional or limited assistance may opt for an hourly fee arrangement, where they are billed for the actual time spent on a specific project or task. Lastly, for clients who require ongoing comprehensive financial planning and management services up to a predetermined level, Pinnacle may suggest a fixed fee arrangement. This allows clients to have the certainty of cost over a set period of time without any surprise charges or hidden fees.

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 Kent County, RI Residents

Pinnacle Wealth Management is dedicated to providing comprehensive financial planning services to residents of Kent County, RI. The firm is committed to helping individuals and families achieve their financial goals by creating customized plans that are tailored to each client's unique needs and circumstances. Whether clients are planning for retirement, saving for college, or looking to grow their wealth, Pinnacle Wealth Management is there to offer guidance and support every step of the way. For those living in Kent County, RI, the firm recognizes that there may be specific financial situations that require special attention. For example, many residents in the area may be approaching retirement age and need advice on how to maximize their retirement savings and plan for the golden years. Similarly, families with young children may be looking for investment strategies to help pay for college tuition down the road. Pinnacle Wealth Management works closely with clients to identify their financial needs and goals, and provides solutions that are tailored to their specific situations. Whether clients need help with retirement planning, estate planning, tax management, or other financial matters, Pinnacle Wealth Management is there to provide expert advice and guidance.


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 931 Jefferson Blvd STE 1000, Warwick, RI 02886, USA
Phone (401) 369-9505
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.