Pine Harbor Wealth Management provides investment advice and financial planning services. They offer discretionary portfolio management, tailoring advice to meet client needs and objectives. Financial planning is included for portfolio management clients. For others, financial planning is available for a fixed fee, hourly fee, or monthly retainer. Pine Harbor primarily advises on stocks, bonds, ETFs, and mutual funds.
Assets Under Management$510M
Clients159
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$510M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.89% |
| $1.0M - $3.0M | 0.79% |
| $3.0M - $6.0M | 0.69% |
| $6M+ | 0.00% |
Fees are negotiable depending on individual client circumstances. Family accounts may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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