Pinecrest Advisors offers investment advice through consultations and manages investment portfolios for clients. Pinecrest's services include wealth management and financial planning, covering topics like retirement, taxes, and estate planning. Pinecrest creates investment portfolios using ETFs and other securities, and has the authority to make trades without asking clients first. Pinecrest has a conflict of interest because its interests are best served by retaining or increasing assets 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 negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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