Christopher Lorenz is a registered investment advisor at Pine Capital, based in Portland, ME, with 21 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 65 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees for certain clients may vary and may be greater or less than the above-referenced fee depending on the particular circumstances or requirements of a client, the size and nature of an account, and its investment guidelines. The management fee may be adjusted to account for significant contributions or withdrawals made to the account during the quarter. Pine Capital’s management fee and billing structure may be negotiated by Pine Capital at its sole discretion.
Fee Estimator
Location
100 Commercial Street, Suite 311, Portland, ME, 04101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is the managing member of Winterstick Snowboards and Pine Capital Timberlands LLC, and a paid trustee for several family investment trusts. He also sits on the board of trustees at Carrabassett Valley Academy.
Employment History
Current Registrations
Pine Capital
State Registrations3 states
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