Four Pines Financial (FPF) offers investment management and financial planning services. FPF develops investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Clients can grant FPF authority to make trades. FPF also provides financial planning services, helping clients establish goals and values around money, and creating detailed financial plans covering areas like net worth, cash flow, retirement, insurance, and estate planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
The fee is a blended tier. Investment Management only is charged at 0.85% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...