Seven Pines Capital, LLC offers ongoing investment management based on your financial situation and goals. They also provide pension consulting services to retirement plan sponsors and individual participants, including investment policy development, investment selection, and monitoring. Seven Pines Capital manages investments for other clients and may give them different advice.
Assets Under Management$1.5M
Clients7
Advisors1
Avg. per Client$210K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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