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Andrew Kustas is a registered investment advisor at White Pine Investments, based in Wolfeboro, NH, with 16 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 79 clients with $24M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
79 clients
Average Client Portfolio
$304K average
Assets Under Management
$24.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
60 North Main Street, Wolfeboro, NH, 03894
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2021Pending
Employment History
Current Registrations
White Pine Investments
July 2009 - Present · 16 yrs 10 mos
State Registrations2 states
CAMA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.