White Pine Investments

Fee-Only (% of Portfolio)

White Pine Investments manages funds on a discretionary basis for individuals, pension/profit sharing, endowment and corporate clients. White Pine Investments buys and sells stocks and bonds in accordance with each client's objectives and within its own strict valuation guidelines. Clients may terminate their account at any time by forwarding written notification to White Pine Investments. If a client terminates his/her contract, quarterly billing will cease and a pro rata refund of any fees paid by the client for the current quarter will be issued.

Assets Under Management$24M
Clients79
Advisors1
Avg. per Client$300K
Avg. per Advisor$24M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.20%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm