Silver Pine Capital (SPC) is an investment management firm that creates custom investment strategies for clients based on their individual needs and goals. SPC focuses on diversified portfolios including stocks, bonds, real estate, and commodities. SPC also offers financial planning services and recommends third-party advisors for insurance and annuity needs. SPC works with both individuals and institutions.
Assets Under Management$56M
Clients169
Advisors3
Avg. per Client$330K
Avg. per Advisor$19M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees and minimum investment requirements are negotiable based on the size of the portfolio. For smaller accounts using only Exchange Traded Funds (ETFs), the fee is 1.25%. For accredited investors in equity long only and hedged portfolios, the fee is 1.0% to 1.5% of the value of your portfolio, combined with a 20% performance-based fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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