info@pinnacle-mgmt.com Client Login Home Services Events Resources About Us Contact Fee Based Asset Management With fee-based asset management our clients pay for financial advice based on the value of their investments – not on the number of transactions. Many investors prefer this arrangement because it helps to minimize conflicts of interest and removes the possible perception that advice is in some way influenced by the commission made on the transaction. Essentially, fee-based asset management aligns the investor’s and adviser's goals; if the investor's assets grow, adviser compensation increases, and, if assets decline, the adviser’s revenue is reduced. Potential advantages of the fee-based model for individual investors: The financial adviser has a fiduciary responsibility to act in their client's best interest. Aligned goals. The incentive to the adviser is to grow the investor's account. Reduction of bias of investment recommendations, since the adviser is not paid commissions. Fewer conflicts of interest. Advice that goes beyond specific investments. At Pinnacle our advisers use an integrated holistic financial planning approach. Click Here to download our current Form ADV Part 2A Click Here to download our current Form ADV Part 2B for Kenyon Lederer Click Here to download our current Form ADV Part 2B for Jack Zboralske Download Our Free App We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from us. Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Pinnacle Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Pinnacle Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pinnacle Wealth Management, LLC unless a client service agreement is in place. ©Copyright 2021, Pinnacle Wealth Management, LLC Privacy Policy Form CRS Contact Pinnacle Wealth Management, LLC Toll-Free: (888) 207-8118 Office: (916) 772-0807 Fax: (916) 772-0809 2271 Lava Ridge Court Suite 200 Roseville, CA 95661 info@pinnacle-mgmt.com Quick Links Retirement Investment Estate Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Copyright 2021 FMG Suite.