Get More from Your 401(k) with AdvisorK
With everything going on in your life, wouldn’t it be nice to know there’s a team of advisors standing by to help you maximize your retirement savings? That’s exactly what AdvisorK is here to do.
Let’s Get StartedThrough a few simple steps, we’ll gain an understanding of where you’re starting from and where you’d like to go. There’s no risk to begin the process — and so much to gain.
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Meet & Assess
We’ll see where you stand or help you get started.
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Discuss Goals
What’s retirement look like for you? It’s different for every person.
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Develop a Plan
See how a healthy, stress-free retirement is within reach.
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Monitor & Adjust
As your goals or the market change, so will your financial plan.
Let AdvisorK Take 401(k) Planning Off Your Plate
You Have Questions, We’re Here to Answer Them
AdvisorK is a valuable solution for busy people who want professional advice for their 401(k). It frees up the time it would take to research, analyze, and decide investments for your 401(k).
With technology and human brain power, we monitor your investments to help you get a jump on your retirement. We also provide quarterly performance reports.
Don’t worry about the tedious and confusing investment stuff. We’ve got you covered with AdvisorK.
While we do utilize technology, you can trust that a real human advisor is managing your 401(k). And as a fiduciary, we are putting your interests first. That’s why having a real person to contact matters.
You can contact us several ways: calling, video chat, or meet in-person with your advisor.
AdvisorK provides professional management and monitoring for an annual fee of .75% (3/4 of 1%) on managed assets with a minimum account size of $25,000.
One-fourth of the .75% fee is deducted each calendar quarter. You can easily link payment to your credit card, bank account, or deduct from an existing PFA account.
Note: ERISA regulations do not allow direct deductions from your 401(k).
AdvisorK is available for most 401(k), 403(b), 457, TSP, variable annuity, and other employer-based retirement accounts.
We do through Pinnacle Family Advisors (PFA)! Our team of experienced advisors are available to successfully manage other accounts you have.
3 Steps, 1 Goal:
Your Retirement Success
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Get in Touch
It all starts with a call or click to begin the process.
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Get Answers
Bring your questions and we’ll provide the path.
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Get Results
See just how powerful your 401(k) can truly be.
Retire From the Stress of Managing Your 401(k)
You have so much to gain— get in touch with AdvisorK and take the first step towards financial peace of mind.