Pine Haven Investment Counsel, INC.
Assets Under Management
$170.0M
Number of Clients
80
Number of Advisors
2
Average Client AUM
$2.1M
AUM per Advisor
$85.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pine Haven Investment Counsel provides investment supervisory services, evaluating clients' financial situations and goals to develop customized investment plans. They stress a long-term total return approach, diversifying investments across various asset classes. Financial planning, including retirement, tax, charitable, and estate planning, is offered as part of their services.
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
Location
MA, United States