West Pine 43 LLC offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. WPine43 creates an Investment Policy Statement for each client. WPine43 primarily recommends equities but may also use mutual funds, fixed income securities, ETFs, and non-U.S. securities to diversify portfolios. WPine43 also sponsors and serves as portfolio manager for a wrap fee program.
Assets Under Management$24M
Clients50
Advisors1
Avg. per Client$480K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $750K | 1.65% |
| $750K - $1.8M | 1.40% |
| $1.8M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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