Pinecrest Advisors manages investment portfolios and provides comprehensive wealth management and financial planning services for individuals, high-net-worth individuals, trusts, and estates. Pinecrest Advisors helps clients navigate retirement planning, tax strategies, cash-flow projections, estate planning, college funding, and risk management. Portfolios are built using exchange-traded funds, individual equities, fixed income securities, and cash equivalents. Pinecrest Advisors operates on a fee structure based on the value of the portfolio under management.
Assets Under Management$4.1M
Clients10
Advisors1
Avg. per Client$410K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are subject to negotiation based on the scope and complexity of services provided, up to a maximum of 1.50% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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