Advisor at Silver Pine Capital, LLC
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Firm
Silver Pine Capital, LLC
Location
Portsmouth, NH
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
James Grace is a CFP® with 15 years of industry experience. He is currently a financial advisor at Silver Pine Capital, LLC, where he has worked since 2018. Prior to that, he held positions at United Bank and Infinex Investments, Inc. Grace also provides advisory services through Modern Financial Wellness, LLC. Silver Pine Capital serves individual and institutional clients, including accredited investors, offering discretionary portfolio management and ongoing financial planning. The firm employs a value-oriented, fundamental investment process with diversified portfolios across equities, fixed income, and alternative assets.
Based on Silver Pine Capital, LLC
Based on Silver Pine Capital, LLC
$0 - $200,000: 1.25% $200,000+: 2.0% (generally for larger accounts, negotiable) $0+: 1.0%-2.0% negotiable based on portfolio size
20% performance-based fee combined with 1.0%-1.5% AUM fee for accredited investors in equity long only and hedged portfolios, fees negotiable
Financial planning subscription $4,200-$15,000 annually, billed monthly
Fee-only: Financial planning subscription fees $4,200-$15,000 annually, billed monthly, negotiable based on client income, assets, and complexity
Portsmouth, NH
Connecticut · Massachusetts · New Hampshire
Modern Financial Wellness, LLC
2024 - Present (2 years)
Silver Pine Capital, LLC
2018 - Present (8 years)
United Bank
2015 - 2018 (3 years)
Infinex Investments, Inc
2015 - 2018 (3 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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CFP®, Series 63
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CFP®, Series 63, Series 65
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O'Brien Asset Management
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Wolf Pine Capital
At Wolf Pine Capital, we redefine wealth management with a focus on personalized, family office-style service at an AUM fee of 0.65% annually. Our mission is to offer transparency, low fees, and tailored financial strategies accessible to a broader audience. Specializing in financial planning, investment management, and wealth transfer, we help you achieve your immediate goals and secure your legacy. Connect with us to explore how we can help you navigate your financial future with confidence and expertise.
Series 65, Series 66
Portsmouth, NH
Iacangelo Financial Group, LLC
Series 65
Dover, NH
RSI Advisors
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