White Pine Advisory offers customized investment advisory solutions through personal contact and discretionary investment management. White Pine works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. The firm primarily uses low-cost, diversified mutual funds and exchange-traded funds (ETFs).
Assets Under Management$5.9M
Clients19
Advisors1
Avg. per Client$310K
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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