Pinder Financial provides asset management services, focusing on building portfolios tailored to clients' financial circumstances, investment goals, and risk tolerance. The firm analyzes client information to create appropriate asset allocations and investment strategies, monitoring accounts and communicating regularly. Pinder Financial also offers non-discretionary 3(21) fiduciary services for retirement plans, providing investment recommendations to plan sponsors.
Assets Under Management$4.1M
Clients11
Advisors1
Avg. per Client$370K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiable for assets under management exceeding $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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