Sullivan Pinnacle Advisors, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sullivan Pinnacle Advisors operates as a co-advisor alongside an SEC-registered subadviser to serve institutional and pooled clients as well as individuals, trusts and retirement plans. The firm offers retirement plan consulting, trust investment advisory and tiered wealth management programs, but does not perform day-to-day trade execution itself.
The firm’s model relies on the co-adviser relationship for active portfolio management while Sullivan Pinnacle provides planning, client meetings, ongoing oversight, independent manager selection and asset-tracking and performance reporting. Its retirement plan services include non-discretionary fiduciary consulting under ERISA and, when specifically contracted, the option to provide full investment manager services consistent with a 3(38) role.
Noteworthy aspects include an affiliation with a certified public accounting practice, which the firm discloses as a related business and that may inform its tax and fiduciary conversations. The firm also maintains a trust representative office arrangement with a federally chartered trust company and emphasizes pension consulting and the selection of other advisers—services that are less common among similar investment-manager firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fees (Co-Advisor receives 25% of these fees)
$250,000 - $1,000,000: $1,000,000 - $1,800,000: $1,800,000+:
Account minimum: $250,000 Minimum fee: Minimum annual fees may be reduced or waived at Pinnacle's discretion based on criteria such as anticipated future earning capacity, additional assets, related accounts, account composition, and negotiations. Fee-only: Advisory fees are charged by Pinnacle and paid via fee deduction or client billing; Co-Advisor receives a percentage of these fees.
Main office
809 White Pond Dr., Suite A
Akron OH 44320
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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