Pinnacle Peak Private Client Group, LLC

Pinnacle Peak Private Client Group, LLC, located in Scottsdale, Arizona, is a registered investment adviser specializing in comprehensive portfolio management through their Wrap Fee Program. Established in an undisclosed year, the firm acts as a fiduciary, always prioritizing clients' best interests. Clients pay a single fee for investment advisory services and custodial transaction costs, with the firm absorbing client transaction fees. Pinnacle Peak utilizes in-house and outside portfolio managers, selected based on performance and compliance history. The firm offers individualized investment advice, allowing clients to place reasonable restrictions on their portfolios. Investment strategies include technical and fundamental analysis, charting, and cyclical analysis. Clients are informed of risks associated with investing in securities. The firm does not charge performance-based fees and does not accept proxy authority to vote client securities. Pinnacle Peak provides quarterly performance reports and reviews client accounts regularly. They receive economic benefits from their custodian, Charles Schwab & Co., Inc., and pay referral fees to independent solicitors. The firm does not require prepayment of fees, take custody of client funds, have financial impairments, or have a bankruptcy history. For more details, clients can visit the SEC's website using CRD #282003.