Nine Pines Ventures, founded by Ron Moore, provides financial planning tailored to individual needs and goals, such as retirement or college savings. They also offer portfolio management services for individual investors, managing portfolios according to client goals and risk profiles. Stock selections are based on fundamental analysis. A financial plan is recommended but not required for portfolio management.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Client fees are negotiable. Total fees charged will not exceed 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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