Pine to Palm Financial (P2P) provides investment management and financial planning services. For investment management, P2P determines your investment goals, risk tolerance, and time horizon to create a suitable investment strategy. Financial planning covers various topics such as retirement, investments, cash flow, and estate planning. P2P has the authority to make trades without asking you first.
Assets Under Management$9.6M
Clients50
Advisors1
Avg. per Client$190K
Avg. per Advisor$9.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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