Pinnacle Advisory Group, Inc.

Pinnacle Advisory Group, Inc.

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6345 Woodside Court Suite 100

Columbia, MD 21046

410-995-6630

pinnacleadvisory.com

No. advisers: 54

AUM: $2,050,437,552

Asset Breakdown

Staff
Employees 54
Clients
High-net-worth individuals 51-75%
Financial planning clients N/A
High-net-worth client assets Up to 25%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $2,050,437,552 5,848 $350,622
Non-discretionary 0 0 $0
Total $2,050,437,552 5,848 $350,622

Custodians ponder charging RIAs asset-based fees

August 9, 2018 - The fee arrangement developed over the past 20 years between registered investment advisers and custodians might be about to change dramatically. As custodians reevaluate the value of their services to RIAs, and RIAs reassess their fiduciary duty to clients,...

Is it better to meet with clients in person or online?

July 27, 2018 - Is it better to meet with a client in person, or virtually? It depends on who you ask. According to research from FactSet, a data analytics provider, high-net-worth individuals now conduct 44% of their interactions with an adviser online. The number is...

Should asset-based pricing models stay or go?

June 9, 2018 - Karen Van Voorhis wants to transition her financial advisory clients away from an asset-based pricing model, but she knows that is easier said than done. Ms. Van Voorhis, a vice president at Sapers & Wallack in Newton, Mass., is like a growing number...

Heard of Chalice? It's being called Amazon Prime for financial advisers

June 1, 2018 - Keith Gregg has rolled up his sleeves to dig himself into his latest venture, Chalice Wealth Partners, an enterprise he is touting as Amazon Prime for financial advisers. The "member benefit organization" is designed to "connect all the products and services...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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