White Pine Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
White Pine Advisory LLC provides discretionary investment management and related advisory services to individuals, trusts, and estates through accounts at qualified custodians. As of December 31, 2025 the firm managed about $5.85 million across 19 client relationships and generally requires a minimum relationship size of $250,000, which may be reduced at the advisor’s discretion.
The firm constructs customized, primarily long-term portfolios using low-cost diversified mutual funds and ETFs, while occasionally employing individual stocks or bonds and retaining legacy holdings for tax or suitability reasons. Investment decisions are guided by fundamental and cyclical analysis, with continuous monitoring and the flexibility to make shorter-term trades for rebalancing or to meet client cash needs.
White Pine is notable for its very small client roster and modest assets under management, which the firm describes as supporting ongoing personal contact and tailored discretionary oversight. The firm’s principal brings multi-decade experience in emerging markets debt and equities and an international MBA background, and the adviser maintains an institutional custody relationship that provides technology, research and operational support.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually
Account minimum: $250,000 (may be reduced at sole discretion of Advisor) Fee-only: Investment advisory fees paid quarterly based on assets under management; no commissions.
Main office
Brookline MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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