Pinney & Scofield

Overview

Pinney & Scofield is a fee-only financial advisory firm based in Cambridge, Massachusetts, offering personalized investment strategies and financial planning services to individuals and families since 1982. The firm specializes in providing comprehensive financial planning and portfolio management, focusing on building long-term relationships with clients to help them achieve their financial goals. The firm's investment approach emphasizes the use of passively managed factor/index mutual funds or ETFs, balancing fixed income and equity based on each client's needs. They prioritize thoughtful asset allocation, regular portfolio rebalancing, and long-term strategies over market timing. As fee-only advisors, they are committed to providing objective, client-centric guidance and educational engagement, ensuring individual attention and customized solutions for each client. With over 40 years of experience, Pinney & Scofield has developed a reputation for integrity and transparency. They are registered as an investment advisor with the Securities & Exchange Commission and are members of the National Association of Personal Financial Advisors. The firm's team of advisors includes professionals with diverse backgrounds and expertise, all dedicated to helping clients navigate their financial lives with confidence and clarity.

Investment Focus

• Minimum portfolio size of $1,000,000
• Annual fee of 0.75% of portfolio assets up to $2,000,000; 0.50% for amounts from $2,000,001 to $5,000,000; 0.25% for amounts over $5,000,000