Pinnacle Wealth Management, LLC

Pinnacle Wealth Management, LLC, located in Roseville, CA, is an independent Registered Investment Adviser established in 2021. The firm offers asset management services, tailored to individual needs, with a focus on continuous account supervision and portfolio rebalancing. Additionally, they provide financial planning and consulting services covering various financial aspects. Clients have the option to place restrictions on investments within their portfolios. Pinnacle Wealth Management does not offer a wrap fee program and manages $181,677,991 in discretionary assets. For asset management, fees are charged on a tiered basis, ranging from 0.50% to 1.20% annually, billed monthly in advance. Financial planning fees are hourly or flat-based, with a maximum hourly fee of $250 and flat fees not exceeding $5,000. The firm does not charge performance-based fees and requires a minimum account balance of $100,000 for asset management services. Pinnacle Wealth Management does not have custody of client funds and does not accept proxy authority to vote client securities. The firm operates under a fiduciary duty, acting in the best interest of clients at all times.