High Pines Wealth Management offers comprehensive wealth management services, which include both financial planning and investment portfolio management. High Pines works with individuals, high-net-worth individuals, trusts, estates, businesses, foundations, and endowments to build personalized investment strategies. The investment process involves fundamental analysis, leveraging a mix of mutual funds, exchange-traded funds, individual stocks, and bonds. High Pines tailors portfolios based on individual goals, time horizons, and risk tolerance, and offers active, passive, and tax-sensitive management approaches. High Pines operates as a fiduciary, legally required to act in your best interest. Clients can choose comprehensive wealth management or standalone investment management. High Pines does not require a minimum account or relationship size.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual advisory fees range from 0.50% to 1.25% based on complexity, asset level, and relationship scope. Fees are negotiable at the sole discretion of High Pines.