Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Assets over $5,000,000 = negotiable
Fee Estimator
Pine Haven charges an initial fee between $1,000 and $10,000 based on the complexity of the client's situation. Ongoing fees are calculated as a percentage of assets under management, as detailed in the fee table. Standalone financial planning fees range from $1,500 to $10,000 as a fixed fee, or $500 per hour with a $1,000 minimum. The firm has an annual minimum fee of $5,000, corresponding to a minimum asset level of $500,000, though this may be negotiable. For Investment Management Only, the minimum fee is $2,500.
Areas of Practice
Advisor Information
Office location
Fairhaven, MA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Casey is a contributing writer for Northern Wilds Media, LLC, an outdoor lifestyle magazine, since 2015. Casey spends minimal time interviewing individuals and synthesizing information for a monthly magazine article.