White Pine Investment Company offers investment management services, including financial planning advice. They work with clients to determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, and plan for retirement. White Pine acts as a fiduciary, meaning they are legally required to act in your best interest. They are a fee-only firm and do not accept commissions.
Assets Under Management$470M
Clients341
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.65% |
| $4.0M - $8.0M | 0.50% |
| $8.0M - $12.0M | 0.40% |
| $12M+ | 0.15% |
These rates apply to stocks. For active mutual funds and fixed income, the rates are: - First $250,000: 0.50% - Next $250,000: 0.35% - Next $500,000: 0.30% - Next $1,000,000: 0.25% - Next $1,000,000: 0.20% - $3,000,001 and over: 0.10%. Investment management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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