Pine Haven Investment Counsel provides investment supervisory services, developing investment strategies and asset allocations based on clients' financial situations and goals. They invest in various securities, including stocks, mutual funds, ETFs, and bonds. Pine Haven also offers financial planning and counsel, including retirement, tax, charitable, and estate planning. They generally do not provide standalone financial planning services, preferring to continuously monitor investments.
Assets Under Management$190M
Clients84
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$97M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for assets over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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