Pine Cone Capital offers asset management and allocation strategies, focusing on research and analytical techniques to provide investment options. They help clients develop and execute portfolio management strategies designed to build and preserve wealth at a lower cost. They meet with clients to discuss their financial situation, goals, and risk tolerance to recommend an appropriate asset allocation or investment strategy. Pine Cone Capital monitors accounts, trades as necessary, and communicates regularly with clients.
Assets Under Management$18M
Clients52
Advisors1
Avg. per Client$350K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $200K | 0.90% |
| $200K - $300K | 0.80% |
| $300K - $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees over $2,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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