What happens after I reach out?
One of our Wealth Advisors will connect with you within one business day to schedule an introductory call. We’ll take time to understand your goals, answer your questions, and see if we’re the right fit to help.
How much money should I have in investable assets to be a client?
Every situation is different, but most of our clients have over $1 million in investable assets. That’s typically the level where our planning and investment services provide the most value.
Where will my money be held, and do I still own the accounts?
Your accounts remain in your name and under your ownership at all times. We partner with Charles Schwab as our trusted custodian to safeguard and manage your assets.
How do I move my accounts to be managed by Pine Grove?
Most accounts can be transferred directly to Charles Schwab through a secure, electronic process. If you’re rolling over a 401(k) or other retirement plan, we’ll coordinate with your plan provider to make the transition smooth and straightforward.
What are your fees and how are they charged?
Most clients are charged a fee based on the assets we manage on their behalf. The fee varies depending on the size of assets, strategy, and level of planning needed, and we aim to keep total fees below 1% of managed assets.
