Pine Haven Investment Counsel is a registered investment advisor founded in 1999 and based in Fairhaven, Massachusetts. The firm is owned and operated by Paige Johnson Roth and manages portfolios using a long-term approach that focuses on investing in underlying companies rather than speculating on market trends. Pine Haven creates customized investment strategies and asset allocations using individual stocks, mutual funds, exchange-traded funds, real estate investment trusts, business development corporations, and bonds. In addition to investment management, Pine Haven incorporates retirement, tax, charitable, and estate planning into its services for individuals, families, high-net-worth clients, foundations, and endowments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000 and under certain other circumstances such as family holdings or automatic contributions.