Pine Valley Investments offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. PVI also enters into agreements with other investment advisors to manage client assets. PVI may select third-party investment advisors to manage client assets. PVI does not participate in wrap fee programs.
Assets Under Management$2.2B
Clients1,809
Advisors32
Avg. per Client$1.2M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.80% |
| $2.0M - $20.0M | 1.50% |
| $20.0M - $100.0M | 1.20% |
| $100M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
32 Advisors at this firm
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