Oren Arazi is a registered investment advisor at Pinetree Advisors CORP., based in Miami, FL, with 12 years of industry experience. Oren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinetree Advisors Corp. offers portfolio management services where the annual fee is negotiable, ranging from 0.30% to 2.0% of the value of your portfolio. The fee depends on the complexity of services and level of administration. For smaller accounts, there may be a minimum quarterly fee of $500 or $2,000 annually. Fees are based on the average month-end account values during the quarter and are deducted directly from your account with written authorization.
Location
2420 NE Miami Gardens Drive, Suite 203, Miami, FL, 33180
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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 ActivitiesSells Insurance
Oren is a licensed independent insurance agent with Creative Financial Network, offering life insurance and annuities, dedicating a few hours per week. He is also an authorized member of his wife's sports counseling company, Head in the Game LLC, spending no time on this activity.
Employment History
Current Registrations
Pinetree Advisors CORP.
Previous Registrations
Focus Investment Advisors, LLC
Amg Global Advisors CORP.
Leumi Investment Services INC.
State Registrations1 state
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.