Pinafore Wealth Counsel Inc. offers investment management services on both a discretionary and non-discretionary basis, tailoring advice to individual client needs. The firm also provides financial planning and consulting services, ranging from comprehensive plans to single-subject advice, including Financial Transition Planning and Retirement Consulting Services. Investment advice covers mutual funds, ETFs, stocks, bonds, and options.
Assets Under Management$170M
Clients105
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees may be negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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