Jarrett White is a registered investment advisor at Seven Pines Capital, LLC, based in Indialantic, FL, with 6 years of industry experience. Jarrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7 clients with $1.5M 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 | 1.50% |
Fee Estimator
Location
518 Rio Casa Dr., Indialantic, FL, 32903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Seven Pines Capital, LLC
State Registrations1 state
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