At Pinnacle Investments, we are not limited to just one way of investing. Our advisors can offer fee-based managed accounts as well as transactional brokerage accounts. There are several advantages to working with a financial advisor who can offer both solutions.
What is Fee-Based Investment Management?
A fee-based advisory account offers a comprehensive financial management solution, providing you with professional investment guidance and portfolio management for a transparent, asset-based fee. This fee structure aligns our interests with yours, as our compensation is directly tied to the growth and performance of your portfolio, ensuring our commitment to your success.
Learn More About Fee-Based Investment Management
What Is A Transactional Brokerage Account?
A transactional brokerage account is a flexible investment option that allows you to buy and sell securities, such as stocks, bonds, mutual funds, and ETFs, while paying commissions on a per-transaction basis. This type of account is ideal for investors who prefer to take an active role in managing their portfolios and make investment decisions independently.
Learn More About Transactional Brokerage AccountsHow Customized Investment Options Can Help You
Flexibility & Comprehensive Solutions
As dually registered investment advisors and broker dealers, our advisors can offer more flexibility in tailoring solutions to your specific needs. This hybrid approach allows our advisors to:
- Provide a wider range of financial products and services based on your risk tolerance, time horizon, and goals
- Customize their compensation structure based on what is in your best interest. One size doe NOT fit all!
- Offer more comprehensive financial planning solutions
Transparency and Choice
A hybrid advisor can offer you more transparency and choice in how your investments are managed:
- You can discuss the pros and cons of each compensation model for different aspects of your financial plan.
- This allows you to make informed decisions about how you want to compensate your advisor for various services.
Expertise Across Multiple Areas
Advisors who work with both fee-based and commission-based models often have broader expertise:
- They are typically knowledgeable about a wider range of financial products and services.
- This comprehensive knowledge can lead to more informed recommendations and strategies.
Streamlined Services
Working with an advisor who offers both models can simplify your financial management. This can be particularly beneficial for complex financial situations that require a mix of products and services.
Potential Cost Savings
In some cases, this hybrid model can lead to cost savings for clients, especially if you are investing for the long term. For certain transactions or products, a commission-based approach might be more cost-effective than paying ongoing fees.The advisor can choose the most appropriate compensation model for each specific service or product, potentially reducing overall costs.
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