Pinnacle Investments, Llc

5845 WIDEWATERS PKWY, East Syracuse, New York 13057

SEC CRD#142910
Last ADV filed: 01/07/2026
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee3.00%of assets under management
Flat Fee$1,500 annuallyper year
Account Minimum$100000Mto open an account

Detailed Fee Schedule

fee for a Private Investment Management Program Account shall not exceed 3% of assets under management. After 120 annual trades in your wrap accounts, your IAR will be assessed an elevated internal administration fee (not paid by you), which is a conflict not to make trades in your account. This is

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMHourly fees

Disciplinary Disclosures

This firm has 4 disclosures on record with the SEC.

A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.

Compensation Transparency

  • Also registered with a broker-dealer
  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Pinnacle Investments, Llc — Fiduciary Advisor Profile | FiduciaryListings