Five Pine Wealth Management provides investment management services, where they make investment decisions for you based on your financial situation and goals. They invest in a mix of mutual funds, exchange traded funds, stocks, and bonds. They also offer financial planning services covering topics like retirement, education savings, and estate planning. They also offer pension consulting services to retirement plans.
Assets Under Management$190M
Clients350
Advisors3
Avg. per Client$550K
Avg. per Advisor$64M
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees are negotiable. There is also a separate fee schedule for retirement planning services: First $0 to $499,999: 0.75%, Next $500,000 to $999,999: 0.65%, Next $1,000,000 to $1,999,999: 0.50%, $2,000,000 and above: 0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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