Pinkerton Retirement Specialists LLC- Branch Location

Retirement Planning Firm in Spokane, WA

Firm Info
Address: 505 W Riverside Ave Suite 500, Spokane, WA 99201, USA
Phone: (208) 667-8998

Firm Size
Assets Under Management: $1 billion
# of Advisors: 12
# of Clients: 3,843
Client to Advisor Ratio: 320:1
Average Account Size: $265,418
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • 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)
  • Commissions

Get Connected with a Financial Advisor

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Pinkerton Retirement Specialists, LLC Overview

Pinkerton Retirement Specialists, LLC is an investment advisory firm that has been providing financial advice since 2010. The firm is based in Coeur D'Alene, ID, and operates as a fee-based registered investment advisory firm. This means that clients of Pinkerton Retirement Specialists, LLC pay a fee for financial advice that is independent of any commission received on products sold. As an investment advisory firm, the services offered by Pinkerton Retirement Specialists, LLC are focused solely on investment advice. The firm provides financial planning and portfolio management services to both individuals and small businesses. Additionally, Pinkerton Retirement Specialists, LLC offers portfolio management services to businesses or institutional clients. One unique aspect of Pinkerton Retirement Specialists, LLC is their selection of other advisors. This service allows clients to choose from a network of approved financial advisors that meet the firm's standards for quality and professionalism. Overall, Pinkerton Retirement Specialists, LLC provides comprehensive investment advisory services to individuals, small businesses, and institutional clients with a focus on fee-based financial advice.

PINKERTON RETIREMENT SPECIALISTS, LLC caters to an array of clients, primarily including individuals, high net worth individuals, and pension or profit sharing plans. The firm has a vast experience in providing retirement planning, financial planning, investment management, and wealth management services that are tailored to its clients' varying needs and preferences. PINKERTON RETIREMENT SPECIALISTS, LLC offers flexible fee structures, allowing clients to choose the one that best suits their requirements. The fee structure is entirely dependent on the type of service provided. The firm offers multiple fee structures like percentage of AUM, hourly fees, fixed fees, and commissions. The percentage of AUM fee structure is based on the percentage of a client's assets under management. The hourly fee structure charges clients based on the time spent on their case. The fixed fee structure is a flat fee that the client pays upfront for a particular service. The commission fee structure is dependent on the type of investment being sold, and the fees are based on the value of the transaction. PINKERTON RETIREMENT SPECIALISTS, LLC's fee structures ensure transparency and cater to diverse clients with distinct financial goals and preferences.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Pinkerton Retirement Specialists, LLC varies based on the type of service being offered. For their Comprehensive Wealth Management service, the minimum household account size is $500,000. If a client is interested in their ePortfolios service, the minimum household account size is $200,000, but they can also opt for the Comprehensive Wealth Management Services for an additional fee. It is important to note that exceptions to these minimums may be granted by PRS.

How This Office Can Help Spokane, WA Residents

Pinkerton Retirement Specialists LLC-Branch Location assists clients in Spokane, WA by providing customized retirement planning solutions that meet their specific financial goals and needs. The team of financial advisors at the branch location helps clients navigate through a variety of financial situations that they may face, such as planning for retirement, managing investments, protecting assets, and addressing potential tax implications. For someone living in Spokane, WA, they may face financial challenges related to the cost of living, healthcare expenses, and inflation. Additionally, some residents may have limited access to retirement benefits or pension plans through their employers, so they may have to rely solely on personal savings for retirement. Pinkerton Retirement Specialists LLC-Branch Location provides personalized financial advice and strategies to help clients plan for these challenges and create a solid financial foundation for their retirement years.

To view the Minimum Investment and Fee Schedule for Pinkerton Retirement Specialists, LLC, visit their Part 2 Brochure.

Services Offered by Pinkerton Retirement Specialists, 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 Pinkerton Retirement Specialists, 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)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
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 505 W Riverside Ave Suite 500, Spokane, WA 99201, USA
Phone (208) 667-8998
Opening Hours
  • Mon 8 AM–4 PM
  • Tue 8 AM–4 PM
  • Wed 8 AM–4 PM
  • Thu 8 AM–4 PM
  • Fri 8 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 2000 JOHN LOOP, COEUR D'ALENE, ID 83814, United States

This firm has no other locations.

State Registrations

Pinkerton Retirement Specialists, LLC is registered to service clients in the following states:

  • Alaska
  • Arizona
  • California
  • Colorado
  • Florida
  • Idaho
  • Minnesota
  • Nevada
  • Ohio
  • Oregon
  • Texas
  • Utah
  • Washington

Disciplinary History

Pinkerton Retirement Specialists, LLC does not have any disclosures. Please visit it's Form ADV for more details.