Pinetree Advisors Corp. provides investment advice tailored to clients' needs and objectives through discretionary portfolio management. They also offer financial consulting services, referring clients to unaffiliated entities for business trusts, corporate formation, and tax planning. Pinetree may recommend investments in various securities, including equities, bonds, and ETFs. They also serve as an advisor to a private fund. Pinetree does not participate in wrap fee programs.
Fee Structure
Pinetree Advisors Corp. offers portfolio management services where the annual fee is negotiable, ranging from 0.30% to 2.0% of the value of your portfolio. The fee depends on the complexity of services and level of administration. For smaller accounts, there may be a minimum quarterly fee of $500 or $2,000 annually. Fees are based on the average month-end account values during the quarter and are deducted directly from your account with written authorization.