Pinvest LLC provides investment advice to individuals, trusts, family offices, and institutions. Pinvest offers both discretionary and non-discretionary investment advisory services. For non-discretionary clients, Pinvest provides research, advice, and recommendations, but the client must consent to each transaction. For discretionary clients, Pinvest delegates the investment management to a third-party portfolio manager.
Assets Under Management$380M
Clients6
Advisors3
Avg. per Client$63M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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