Pinelight Financial offers financial planning and investment management services. Financial planning covers topics like cash flow, retirement, and estate planning. Investment management provides ongoing supervision of client accounts. Pinelight Financial also provides retirement plan consulting services to businesses.
Assets Under Management$41M
Clients33
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $8.0M | 0.50% |
| $8M+ | 0.45% |
For clients investing in a “Solo” 401k or similar plan where only members of the household are participants in the plan and a pre-existing advisory relationship exists with the individuals, advisory fees are based on aggregated household assets under management as outlined in our separate advisory agreement with the household or each individual.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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