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Pinnacle Family Advisors, LLC
SEC-regulated
Registered investment advisor
Pinnacle Family Advisors, LLC is a registered investment adviser based in Springfield, Missouri, providing personalized investment advisory services since 2007. The firm offers a range of services, including asset management, family office and wealth planning, investment company advisory services, sub-advisory services, and financial planning and consulting services. Pinnacle Family Advisors may use technical and fundamental analysis, long-term and short-term investment strategies, and may invest in model portfolios. The firm charges a negotiable fee based on a percentage of assets managed, with a maximum annual fee of 2.0%. Family office and wealth planning services have an annual fixed fee ranging from approximately $
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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