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About WHITE PINE ADVISORY LLC
WHITE PINE ADVISORY LLC is a financial advisory firm that provides expert services to clients looking to optimize their financial portfolios. Founded in 2010, they have quickly become one of the most trusted names in the industry, known for their professionalism, expertise, and commitment to their clients’ success.
How the Advisor Helps Clients – Key Takeaways:
- WHITE PINE ADVISORY LLC offers a wide range of financial services to help clients achieve their financial goals.
- Their team of expert advisors provides personalized and customized solutions for each client’s unique financial situation.
- They prioritize transparent communication and long-term relationships with their clients, ensuring their continued success.
Facts and Insights
WHITE PINE ADVISORY LLC has a proven track record of success, with their clients consistently reporting positive outcomes and a high level of satisfaction with their services. While they primarily work with high net worth individuals, they also have experience in helping clients from all walks of life secure their financial future.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 11 years |
Financial Services Offered
WHITE PINE ADVISORY LLC offers a comprehensive range of financial services to cover all aspects of wealth management. Their services include portfolio management, financial planning, retirement planning, tax planning, estate planning, and more. They also offer specialized services such as socially responsible investing and divorce financial planning.
Client Types
WHITE PINE ADVISORY LLC works with a variety of clients, including high net worth individuals, business owners, retirees, and individuals going through major life transitions, such as a divorce or sudden inheritance. They provide personalized solutions for each client, taking into account their unique needs and goals.
Fees & Compensation
WHITE PINE ADVISORY LLC prioritizes transparency in their fee structure and compensation methods. They primarily charge a percentage of assets under management, in addition to flat fees for certain services. They do not receive commissions, ensuring that their recommendations are in the best interest of their clients.
Background
The team at WHITE PINE ADVISORY LLC is made up of experienced and highly qualified financial experts. They bring a diverse range of backgrounds and specialties to the table, allowing them to create well-rounded and comprehensive solutions for their clients. They also prioritize ongoing education and staying up-to-date with industry trends and changes.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to understand the potential risks and disclosures associated with working with WHITE PINE ADVISORY LLC. They have a clean record with regulatory bodies, but it is always recommended to thoroughly review any disclosures before entering into a partnership.