The Pines Wealth Management provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. TPWM creates customized portfolios using exchange-traded funds and mutual funds, and may also use individual stocks and bonds. TPWM also provides financial planning services covering investment, retirement, education, and insurance needs. TPWM may refer clients to other specialists like accountants and attorneys.
Assets Under Management$490M
Clients262
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$160M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | Included |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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