Pinnacle Wealth

Financial Advisor in Sioux Falls, SD

Firm Info
Address: 612 E Tan Tara Cir STE 100, Sioux Falls, SD 57108, USA
Phone: (605) 271-6023

Firm Size
Assets Under Management: $134.3 million
# of Advisors: 5
# of Clients: 69
Client to Advisor Ratio: 14:1
Average Account Size: $1.9 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • 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


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

* required fields

Pinnacle Wealth, LLC Overview

PINNACLE WEALTH, LLC is an exclusive fee-only Registered Investment Advisory Firm offering investment advice exclusively to its clients. The firm's headquarters is located in Madison, MS, where it has been providing top-notch investment advisory services since its establishment in 2021. Being a fee-only firm, PINNACLE WEALTH does not earn compensation from any other sources other than its clients. It makes its revenue from the advisory fees provided by the clients, thus eliminating any conflict of interest. PINNACLE WEALTH, LLC offers an array of services to its clients, primarily focusing on portfolio management for individuals and small businesses. The services offered by the firm are all investment-related, targeting clients interested in generating wealth through prudent investment decisions. Among the services on offer is pension consulting services, where the firm educates clients about their pension plans and makes recommendations on how best to manage it. Additionally, PINNACLE WEALTH provides consulting services on the selection of other advisors, allowing clients to make informed decisions on the suitability of their investment advisors. In summary, PINNACLE WEALTH, LLC is a niche investment advisory firm offering fee-only investment advice since 2021. Located in Madison, MS, the firm provides portfolio management services for individuals and small businesses, pension consulting services, and recommendations on the selection of other advisors. With a strong focus on its clients, PINNACLE WEALTH guarantees unbiased and conflict-free advisory services.

(Pinnacle Wealth, LLC) serves a variety of clients across different industries and sectors. The firm caters to individuals who seek professional financial advice and management to maximize their wealth and investment opportunities. Additionally, the firm serves high net worth individuals who require specialized attention and tailored investment strategies to maintain and grow their assets. Pinnacle Wealth, LLC also serves charitable organizations who are seeking to build their financial portfolios and invest in socially responsible ventures. Moreover, the firm provides services to other corporate entities not specified on their website. (Pinnacle Wealth, LLC) offers clients different fee structures depending on the level of service provided. One of these fee structures is a percentage of AUM or assets under management. This type of fee structure is a percentage charged on the total value of assets that the firm manages on behalf of the client. The percentage varies depending on the specific level of service provided and the overall value of assets under management. This fee structure provides a transparent and predictable cost to clients while incentivizing the firm to generate profitable returns on the client's investments. Other fee structures may include hourly rates, a flat fee, or performance-based fees depending on the nature of the service provided and the client's needs. Pinnacle Wealth, LLC works with clients to determine the best fee structure for their unique circumstances.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Pinnacle Wealth, LLC is $250,000 for their Comprehensive Portfolio Management service as stated in their Part 2 Brochure. This minimum account balance requirement is not negotiable and is necessary for the entirety of the client's relationship with the firm. However, there is no minimum for their Asset Management Service, providing an option for clients who do not meet the Comprehensive Portfolio Management service minimum.

How This Office Can Help Sioux Falls, SD Residents

Pinnacle Wealth is a financial advisor firm that assists clients in Sioux Falls, SD, with their investment and retirement planning. They believe in personalized service, comprehensive analysis, and goal-oriented strategies. They offer clients a range of financial planning services, including investment management, retirement planning, tax planning, and estate planning. One financial challenge residents of Sioux Falls may face is planning for retirement. It can be difficult to know how much to save and how to invest wisely to ensure their financial security in retirement. Pinnacle Wealth can help clients develop personalized retirement plans that take into account their unique needs and goals. Another challenge may be managing tax liabilities, particularly with South Dakota's relatively high state sales tax rate. Pinnacle Wealth can help clients develop tax-efficient investment strategies to maximize their returns while minimizing their tax burdens.

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

Services Offered by Pinnacle Wealth, 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, 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)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
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 612 E Tan Tara Cir STE 100, Sioux Falls, SD 57108, USA
Phone (605) 271-6023
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 101 PORT STREET, SUITE 200, MADISON, MS 39110, United States

This firm has no other locations.

State Registrations

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

  • Alabama
  • Florida
  • Louisiana
  • Mississippi
  • Tennessee
  • Texas

Disciplinary History

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

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs