North Pine Strategic Wealth manages investment portfolios and provides personalized financial planning for individuals and high net worth clients. North Pine Strategic Wealth offers continuous investment management services, designing asset allocation strategies and building portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. As part of its wealth management services, North Pine Strategic Wealth includes comprehensive financial planning at no additional fee, covering retirement planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, risk management, and tax planning strategies. Clients can also hire North Pine Strategic Wealth for project-based financial planning on an hourly basis. North Pine Strategic Wealth is owned and operated by Nemanja Grujicic and is located in Kirkland, Washington.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable. Subject to a minimum annual advisory fee of $10,000. Ongoing financial planning is included at no additional fee.