White Pine Financial offers investment advice, financial planning, and portfolio management to individuals and small businesses. They determine a client's financial situation, risk tolerance, and needs through interviews and regular reviews, then develop tailored investment strategies. White Pine Financial primarily invests in publicly traded stocks and bonds. They also offer setup and management of small business retirement plans.
Assets Under Management$36M
Clients34
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$18M
www.facebook.com/whitepinefinancial ·www.linkedin.com/company/white-pine-financial-llc ·www.whitepinefinancial.com
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.80% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Portfolio management fees are negotiable based upon factors including complexity of the client’s portfolio, client’s anticipated additional assets, and pre‐existing relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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