Assets Under Management
$170.0M
Number of Clients
80
Number of Advisors
2
Average Client AUM
$2.1M
AUM per Advisor
$85.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Pine Haven Investment Counsel, Inc. is a registered investment adviser providing investment supervisory services, financial planning, and investment counsel. They develop investment strategies and asset allocations based on clients' unique circumstances, stressing a long-term total return approach. They invest in various securities and may provide advice on legacy positions.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for assets over $5,000,000.
MA, United States