Pinecrest Advisory Services provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and may request authority to make trades without client permission. Pinecrest also offers consulting services to pension and employee benefit plans. They primarily recommend equities, but may use other investments like mutual funds, bonds, and real estate funds. Pinecrest does not participate in wrap fee programs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $2.5M | 1.50% |
| $2.5M+ | 1.30% |
Fees are generally negotiable. Qualified clients may pay 1.75% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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