PINKERTON RETIREMENT SPECIALISTS, LLC
Coeur D'alene, Idaho
5.0
5 Reviews
Pinkerton Retirement Specialists, LLC is a trusted and established investment advisory firm based in Coeur d'Alene, Idaho. With over 590 individual clients and a staggering $892,234,000 in assets under management, they have built a solid reputation for their expertise in retirement planning. Operating out of three conveniently located offices, Pinkerton Retirement Specialists, LLC serves a diverse range of clients, offering personalized investment strategies tailored to their unique financial goals. While their services extend beyond 401K and individual accounts, these still comprise less than 30% of their total assets under man...
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Assets Under Mgmt

$892.23M

Investment Professionals

12

Locations

2

% 401K & Individual

24%

% Discretionary

91%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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