Pinnacle Financial Group LLC

Item 5: Fees and Compensation

comparable mutual fund with a more favorable return to investors is available that does not
include the payment of any 12b-1 or revenue sharing fees given the client’s individual needs
and priorities and anticipated transaction costs. In addition, the receipt of such fees can create
conflicts of interest in instances where the custodian receives the entirety of the 12b-1 and/or
revenue sharing fees and takes the receipt of such fees into consideration in terms of benefits it
may elect to provide to the firm, even though such benefits may or may not benefit some or all
of the firm’s clients.

                     Part 2A of Form ADV: Pinnacle Financial Group LLC Brochure

Item 7: Types of Clients
We offer investment advisory services to individuals, pension and profit sharing plans, trusts,
estates, charitable organizations, corporations, and other business entities.
In general, we require a minimum of $500,000 to open and maintain an advisory account. At our
discretion, we may waive this minimum account size. For example, we may waive the minimum if
you appear to have significant potential for increasing your assets under our management. We
may also combine account values for you and your minor children, joint accounts with your
spouse, and other types of related accounts to meet the stated minimum.

                     Part 2A of Form ADV: Pinnacle Financial Group LLC Brochure