Banner Pine Advisors offers investment advisory services, making investment recommendations based on your individual needs. They invest and manage your accounts in model portfolios with varying risk and return characteristics. Financial planning is offered where it is relevant to investment portfolio recommendations, but it is not separately offered or priced.
Assets Under Management$3.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.55% |
Advisory fee is not negotiable but may be waived for some accounts of company employees and principals or their family members.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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