Firm
White Pine Investment Co
Livonia, Michigan
Fee-only
Facts
| Based in | Livonia, Michigan |
|---|---|
| Website | wpinv.com |
| [email protected] | |
| Phone | (734) 464-2532 |
White Pine Investment Co fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"the minimum new-account size at White Pine is $500,000." source
"That annual fee is based on a percentage of total assets under management (AUM) and the asset mix of your portfolio." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $532 million |
| Individual clients | 219 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 111556 |