Pinney & Scofield provides combined financial planning and investment management services to individuals, trusts, and charitable organizations. They build diversified portfolios using passively managed funds and ETFs, allocating assets based on your financial situation and risk preferences. They review your portfolio regularly and rebalance as needed. Stand-alone financial planning is also available for a fee. The firm does not recommend or advocate for the purchase of, or investment in, Bitcoin, cryptocurrencies, or digital assets.
Assets Under Management$750M
Clients293
Advisors3
Avg. per Client$2.6M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Certain clients may be subject to legacy fees. The firm may combine assets of related accounts to reach better fee breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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