Pinnacle Investment Advisors

CRD#108086
Investment Advisor Firm

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Learn more about Pinnacle Investment Advisors

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Pinnacle Investment Advisors is located at 1616 East 15th Street, Tulsa, OK. The firm employs 6 financial advisors to manage client portfolios and provide financial guidance. Pinnacle Investment Advisors is not a registered broker-dealer.

    Pinnacle Investment Advisors oversees $411.7 million in assets under management across 440 accounts, of which 434 are discretionary and 6 are non-discretionary. Over the past year, the firm has provided financial planning services to between 11 and 25 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, and other types of investors, with retail investors being the largest client type by accounts. The fee structure at Pinnacle Investment Advisors includes asset-based, hourly, and performance-based fees. The firm has 72 high net worth clients and maintains affiliations with an insurance company or agency.

    Pinnacle Investment Advisors is registered in the state of Oklahoma.

    Assets Under Management

    $411.7 million

    Number of Advisors

    6

    Disclosures

    No

    Office Location

    1616 East 15Th Street
    Tulsa, OK 74120

    Pinnacle Investment Advisors by the Numbers

    Total Assets Under Management

    $411.7 million

    National Average: $8.6 billion
    Total Number of Employees

    8

    National Average: 64
    Total Number of Accounts

    440

    National Average: 375,227
    Average Account Size

    $935.6 thousand

    National Average: $23.0 thousand
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    Products and Services

    Pinnacle Investment Advisors provides a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. In the prior fiscal year, Pinnacle Investment Advisors provided 45621 of its accounts with financial planning services. The Firm is not engaged in selling products or offering services apart from investment advisory services to its investment advisory customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Fees for financial advisory services usually are based on which services are offered. Fees charged by Pinnacle Investment Advisors may include any blend of the following fee types: asset-based, hourly, or performance-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm does business with a number of different investors. It provides services to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, and other. Out of its 7 clients, Pinnacle Investment Advisors's biggest client type by number of accounts is high net worth investors, although it also serves 72 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 17.78%
    • Other Individuals - 76.05%
    • Corporations - 3.46%
    • Charitable Organizations - 2.72%

    * 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 Investment Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Pinnacle Investment Advisors

    Joel Kantor
    Tulsa, OK
    Aimee Boyer
    Tulsa, OK
    Jayme Fowler
    Tulsa, OK
    Brent Wright
    Tulsa, OK
    David Poarch
    Tulsa, OK
    Robert Moore
    Tulsa, OK
    Robert Kramer
    Tulsa, OK

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