White Pine Capital (WPC) is a registered investment advisory firm providing investment advice. WPC offers discretionary investment advisory services, meaning they make investment decisions for clients based on their individual needs. WPC's clients include institutional accounts, family offices, and high net worth individuals. WPC's investment strategies include Small Cap Equity and Wealth Management Services. WPC also provides portfolio management services under wrap fee arrangements offered by unaffiliated broker-dealer sponsors.
Assets Under Management$360M
Clients83
Advisors3
Avg. per Client$4.4M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Wealth Management Services Accounts. Fees negotiable over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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