Pine Tree Financial Services (PTFS) offers investment management services to individuals and small businesses. PTFS focuses on investing in companies with visible revenue, growing profits, and strong defensibility. PTFS manages balanced, equity, and fixed-income portfolios. All client assets are managed on a non-discretionary basis, meaning PTFS seeks client approval before executing any transactions.
Assets Under Management$4.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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