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Asset Management Fee Structure at Five Pine Wealth Management

At Five Pine Wealth Management, we operate on a fee-based model to ensure transparency and alignment of interests with our clients. We charge a flat annual asset management fee that decreases as the account size grows. Our standard management fee is 1.10%, and it adjusts as per the following fee schedule:


  • On the amount between 0 -- $249,999: 1.10%
  • On the amount between $250,000 -- $499,999: 1.00%
  • On the amount between $500,000 -- $999,999: 0.90%
  • On the amount between $1,000,000 -- $1,999,999: 0.70%
  • $2,000,000 and above: 0.50%


By choosing Five Pine Wealth Management, you can be assured of a transparent fee structure that prioritizes your financial growth and success.

Hypothetical Example Illustrating Our Fee-based Model

Let's consider a hypothetical scenario involving Mr. and Mrs. Jones, who bring $100,000 to invest with Five Pine Wealth Management. As fee-based advisors, we charge a flat 1.10% asset management fee annually based on the account value. This fee is billed monthly to the client's account.


For a $100,000 account, the 1.10% fee amounts to $1100 annually.


The monthly fee would be approximately $92 ($1100/12 months).


The fee is automatically deducted from the investments, simplifying the process for our clients.

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Benefits of Our Fee-Based Model

We employ the fee-based model to align our interests with our clients, ensuring mutual success. For instance, if we grow Mr. and Mrs. Jones' account from $100,000 to $150,000, both parties benefit. As the account grows, so does our compensation.


At $150,000, our compensation would be $1500 annually or $125 monthly.

This model incentivizes us to select the best-performing funds while keeping investment costs minimal, as our success is tied to our clients' success.

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