High Pines Wealth Management LLC is a large advisory firm based in Duxbury. It manages $105.45 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Florida, Massachusetts, and New Hampshire.
High Pines Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of High Pines Wealth Management LLC is $105.45 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay High Pines Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of High Pines Wealth Management is high net worth individuals with 34 clients and $99.05 million of assets under management. Among the 8 most similar advisory firms, High Pines Wealth Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $100.16 million for 43 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
High Pines Wealth Management doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where High Pines Wealth Management LLC performs its advisory services is located at 25 Torrey Lane, Duxbury, MA 02332 The mailing address of the firm is P.O. Box 2031, Duxbury, MA 02331. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (617) 580-3141 or by fax (617) 463-9012. The normal business hours are 9:00am to 5:00pm on Monday - Friday.