Isaac Pino is a registered investment advisor at Shrier Associates, LLC, based in Clinton, MA, with 9 years of industry experience. Isaac operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 156 clients with $78M 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 $500K | 1.15% |
| $500K - $1.0M | 1.10% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.50% |
| $3.5M+ | 0.30% |
Fees and billing options are negotiable at Shrier Associates discretion. The firm also offers Fee Billing Option B, which is a flat percentage fee that is negotiable. If the firm uses a sub-advisor, the sub-advisor's fees range from 0% to 0.87% and are deducted monthly. These fees are in addition to Shrier Associates' fees.
Fee Estimator
Location
Clinton, 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
Isaac is the CFO of Fern Leaf Interactive, LLC, a software company focused on climate data for community resilience planning. He dedicates minimal time to this role.
Employment History
Current Registrations
Shrier Associates, LLC
Previous Registrations
Huckleberry Capital Management, LLC
State Registrations3 states
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