PINNACLE WEALTH PLANNING SERVICES, INC.
Mansfield, Ohio
Pinnacle Wealth Planning Services, Inc. is a local investment advisory firm based out of Mansfield, OH, with six offices serving clients throughout the region. With 25 dedicated employees, the firm boasts a team of 13 skilled investment advisors who provide comprehensive wealth planning services. These advisors collectively manage an average of $91,770,000 in assets per advisor, which falls in line with the industry average. Pinnacle Wealth Planning Services, Inc. prides itself on its diverse compensation structure, which includes various types such as a percentage of assets under management and fixed fees. This flexibility ensur...
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Assets Under Mgmt

$1.61B

Investment Professionals

13

Locations

5

% 401K & Individual

9%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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