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Daniel Cesta

Advisor at Pinnacle Wealth Management Group, Inc.

Updated today

Location

Plymouth, MI 48170

Credentials

CFP®, Series 63, Series 65

Industry experience

29 years

About

Daniel Cesta is a CFP® professional with 29 years of industry experience, currently serving at Pinnacle Wealth Management Group, Inc. in Plymouth, MI. He has been with Pinnacle and Private Client Services since 2016. Outside of his advisory role, he is president of a local condo association. Pinnacle Wealth Management Group, Inc. provides financial planning and discretionary portfolio management to individual, high-net-worth, and corporate clients, including a wrap-fee Platinum family-office program. The firm uses strategic asset allocation with tactical rebalancing and manages accounts primarily on a discretionary basis through model strategies incorporating equities, fixed income, mutual funds, ETFs, and alternatives.

Client services

Based on Pinnacle Wealth Management Group, Inc.

Financial planning Portfolio management

Expertise

Based on Pinnacle Wealth Management Group, Inc.

Family Business Business succession planning General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting

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Fee options

Fixed

Financial planning fixed fees range from $2,000 to $5,000 depending on complexity

Percentage

$500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.90% $3,000,000 - $3,999,999: 0.80% $4,000,000 - $4,999,999: 0.75% $5,000,000+: Negotiable

Commissions

Associates may sell securities for commissions via Private Client Services, separate from advisory fees

Project-based

Financial planning services charged at $150 to $300 per hour, depending on staff member

Other

Account minimum: $500,000 Fee-only: Financial planning fixed fee: $2,000 to $5,000 (negotiable); hourly fee: $150 to $300 per hour (minimum 2 hours, negotiable)

Location

849 Penniman Suite 201

Plymouth, MI 48170

Most active in

Florida · Michigan · New York · Texas

Work history

Private Client Services

2016 - Present (10 years)

Pinnacle Wealth Management Group, Inc.

2016 - Present (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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