Paige Roth is a CFA-designated registered investment advisor at Pine Haven Investment Counsel, INC., based in Fairhaven, MA, with 24 years of industry experience. Paige operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 84 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for assets over $5,000,000.
Fee Estimator
Location
Fairhaven, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paige is involved with several organizations, including the Anna B Stearns Foundation, Red Acre Farm Foundation, Unitarian Universalist Society of Fairhaven, Kelly Ochoa for School Committee, and Friends of the Cove. Her roles primarily involve board membership, investment oversight, and treasurer duties, each requiring minimal time commitment.
Employment History
Current Registrations
Pine Haven Investment Counsel, INC.
State Registrations1 state
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