Hunter Schertz is a registered investment advisor at Five Pine Wealth, based in Coeur D'Alene, ID, with 3 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 350 clients with $190M 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 $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees are negotiable. There is also a separate fee schedule for retirement planning services: First $0 to $499,999: 0.75%, Next $500,000 to $999,999: 0.65%, Next $1,000,000 to $1,999,999: 0.50%, $2,000,000 and above: 0.35%
Fee Estimator
Location
250 Northwest Blvd., Suite 111, Coeur D'Alene, ID, 83814
Get directionsHistory
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
Hunter is a co-owner of D. Lish's Restaurant Group LLC, a fast-casual restaurant. This activity takes about half to nearly full-time, involving managing employees, creating schedules, and managing social media.
Employment History
Current Registrations
Five Pine Wealth
State Registrations1 state
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