Pine Capital offers investment advice to individuals, trusts, and institutions, managing client-owned accounts with customized strategies. Portfolios may include stocks, bonds, exchange-traded funds (ETFs), and closed-end funds. Pine Capital does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees for certain clients may vary and may be greater or less than the above-referenced fee depending on the particular circumstances or requirements of a client, the size and nature of an account, and its investment guidelines. The management fee may be adjusted to account for significant contributions or withdrawals made to the account during the quarter. Pine Capital’s management fee and billing structure may be negotiated by Pine Capital at its sole discretion.