Pinney & Scofield provides combined investment management and financial planning services primarily to individuals, families, trusts, and charitable organizations. The firm operates on the belief that financial markets are efficient and unpredictable, choosing instead to build fully diversified portfolios using passive index and factor mutual funds or exchange-traded funds. Portfolios are tailored to each client's specific risk tolerance and split between fixed-income investments and equities according to a signed investment policy statement. Pinney & Scofield does not attempt to time markets and instead uses disciplined, periodic rebalancing. In addition to ongoing portfolio management, the firm offers standalone financial planning and consulting covering areas such as estate planning and insurance analysis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Certain clients may be subject to legacy fee schedules. The firm may combine assets of related accounts to reach better fee breakpoints.
