Be SmarterWe're evolving the industry by challenging the status quo. Here's how:
NO MORE HIGH MINIMUMS
Let's keep this real. Most firms in the industry maintain a $250,000 minimum before you are privileged to become a client. Why? Because firms don't make much money otherwise. We don't think this is right, so our minimum to get started is only $250. Simply put: We invest in you first.
RUN BY REAL PEOPLE
We are more than a "robo-advisor." We are human beings. This means when you have a question, concern or want to make a change, we're here to walk you through difficulties and help you know what to do.
Traditional investment firms charge high fees, often 200 basis points or more. This means less money in your pockets. Our fee structure includes ZERO basis points for your first $10,000 investment and only .85 points up to 100K.
When you open an account with us, you will have access to our industry leading software program to view your investment portfolio. You can login 24/7 to view your funds and asset allocation.
LET'S GROW TOGETHERBecause our main goal is to grow with you, we won't charge you any fees at all for your first $10,000 investment. Get me in touch with
the Pinnacle Team
SMARTER INVESTMENT SERVICES
Stocks, mutual funds, bonds, international markets, socially responsible funds
Option strategies, covered calls, tax loss harvesting
Real estate investing: northwest real estate markets
Financial roadmaps and full financial planning
We're By Your Side
$250 - $10,000
Talk to us any time.You have access to world class financial advice every step.
We’ll help you complete your financial roadmap, a checklist to make sure you’re on your way.
Set up your investment account. We’ll find the right investments unique to you.
We’ll make sure you’re maximizing your 401K at work, too.
Only $250 to open your account First $10,000 zero management fees. Nada, Zilch.
Minimum $50 per month auto-contribution. Pay yourself first.
$10,000 - $100,000
Keep talking with us. We’ve got your back
We’ll make sure your financial roadmap grows with you.
We continue to moniter and evolve your investment portfolio and 401K plan.
Only .85% fees.
It’s time for full financial planning using our industry leading software program.
You’ll get extended asset management including options/covered calls, tax loss harvesting and tax assistance.
You’ll want alternative investments to diversify your portfolio like real estate deals.
We’ll connect you with our professional network to maximize your financial future.
It’s time for a full time financial planning team in your corner.