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Pinnacle Wealth Management, Inc.
SEC-regulated
Registered investment advisor
Pinnacle Wealth Management, Inc., established in 2013, is a registered investment adviser based in Brighton, Michigan. The firm offers personalized investment advisory services, including portfolio management, financial planning, pension consulting, and educational classes. Portfolio management services are available on a discretionary or non-discretionary basis, with fees ranging from 1.6% to 1.00% based on assets under management. Financial planning services are offered at different levels, with fees starting at $975. The firm may recommend third-party money managers and provides stand-alone advisory consulting services. Pinnacle Wealth Management primarily advises on various securities, including equities, corporate debt, and mutual funds. The firm does not accept performance-based fees, and clients have the option to choose their own broker-dealer. The firm does not vote proxies on behalf of clients and does not provide financial information due to federal registration. Clients' privacy is a top priority, and the firm has policies in place to protect personal information. In case of trade errors, corrective actions are taken to restore accounts. Pinnacle Wealth Management does not handle class action lawsuits on behalf of clients.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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