Pine Cone Capital provides personalized asset management and portfolio allocation strategies designed to help build and preserve wealth at a lower cost. Founded in 2003 and based in Centennial, Colorado, Pine Cone Capital serves individuals, high net worth individuals, trusts, estates, and business owners. The firm focuses primarily on investment management rather than standalone financial planning. Client portfolios are customized based on individual financial circumstances, goals, and risk tolerance, utilizing a combination of fundamental and technical analysis to select mutual funds, stocks, bonds, and other securities. Portfolios are typically managed on a discretionary basis, allowing Pine Cone Capital to execute trades and rebalance accounts according to agreed-upon targets without requiring prior consent for every transaction. Portfolios are held at custodian Charles Schwab, and accounts are monitored through regular quarterly and annual reviews.
Fee Structure
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 for amounts over $2,000,000 are negotiable. Multiple accounts of immediately related family members at the same address are consolidated for billing.