Central Pine Capital provides personalized investment management services on a non-discretionary basis, meaning they need your consent for all investment activities. They advise on selecting investment managers for privately pooled investment vehicles. Central Pine discusses your risk tolerance and investment objectives to make customized portfolio recommendations. They also provide consolidated performance reporting and ongoing monitoring of your portfolio.
Assets Under Management$200M
Clients28
AdvisorsN/A
Avg. per Client$7.2M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management Fees may be billed either in advance or in arrears. Central Pine may also negotiate a Management Fee arrangement with a Client based on a fixed dollar amount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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