Pinnacle Portfolio Advisors
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Overview
Pinnacle Portfolio Advisors is a financial advisor firm based in Boise, Idaho. The firm controls $127.3 million in total assets over 68 accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). It has a small team, including 2 financial advisors. Pinnacle Portfolio Advisors is not a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as bonds, equities and options.
Pinnacle Portfolio Advisors administers all of the company's client assets in a discretionary manner. Discretionary management signifies that transaction choices are made by a portfolio manager without requiring client authorization. Pinnacle Portfolio Advisors manages about $1.9 million for each account. An average financial advisor at Pinnacle Portfolio Advisors oversees about 34 client accounts, making it about average in terms of personalization.
Pinnacle Portfolio Advisors's main office is located at 1525 S. David Lane, Boise, Idaho 83705. Pinnacle Portfolio Advisors is legally registered to provide services to customers across a few states, including California, Idaho, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pinnacle Portfolio Advisors by the Numbers
$127.3 million
5
68
$1.9 million
Fee Structure
Financial management fees typically vary depending on the type of financial services offered. Fees billed by the firm typically consist of the following fee type: asset-based. The company does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Pinnacle Portfolio Advisors caters to retail investors and high net worth investors. Out of its 68 clients, Pinnacle Portfolio Advisors's biggest client group is high net worth investors, though it also serves 27 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 64.29%
- Other Individuals - 35.71%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Pinnacle Portfolio Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Pinnacle Portfolio Advisors
Boise, ID
Boise, ID
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