Pinestar Capital Advisors offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, small businesses, and charitable organizations. Pinestar Capital Advisors provides customized asset management services and limited financial planning services. Financial planning includes modular written reports covering specific areas of concern. Investment consulting services are also available for advice on financial or investment-related matters.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.30% |
| $2.0M - $5.0M | 1.10% |
| $5M+ | 0.90% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's Account, the potential for additional Account deposits, the relationship of the client with the investment adviser representative, the total amount of assets under management for the client and other unique circumstances.