Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with an office in Miami, Florida. We work with more than 1230 families and manage approximately $2 billion (USD) in assets for clients both in the mid-Atlantic region, and around the world.
Those we work with include expats, successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. While our clients’ investable assets typically exceed $1 million (USD), we are able to serve clients at every asset level.
U.S. expats can take advantage of our extensive cross-border financial planning capabilities located in our Miami office. If you have or are planning to retire abroad, especially in Latin America, you owe it to yourself to have one of our experienced Wealth Managers review your situation to help you reach your retirement goals.
Client Services Team
Customer Relationship Summary
- $1 million (USD) = 1.08%
- $2 million (USD) = .95%
- $3 million (USD) = .89%
- $4 million (USD) = .85%
- $5 million (USD) = .82%
Assets Under Management
First $500,000 (USD)
Next $1,000,000 ($500,000.01 – $1,500,000) (USD)
Next $1,000,000 ($1,500,000.01 – $2,500,000) (USD)
Next $1,000,000 ($2,500,000.01 – $3,500,000) (USD)
Next $1,500,000 ($3,500,000.01 – $5,000,000) (USD)
Next $2,500,000 ($5,000,000.01 – $7,500,000) (USD)
Next $2,500,000 ($7,500,000.01 – $10,000,000) (USD)
Next $5,000,000 ($10,000,000.01 – $15,000,000) (USD)
Above $15,000,000 (USD)