High Pines Wealth Management provides wealth management services, including financial planning and investment management, to individuals, high-net-worth individuals, trusts, estates, businesses, foundations, and endowments. High Pines acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest. They offer customized investment strategies based on client goals, risk tolerance, and financial situations.
Assets Under Management$160M
Clients146
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$80M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Wealth management and investment advisory fees range from 0.50% to 1.25% annually. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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