Pedro Frias is a registered investment advisor at Pentegra Investors, INC., based in White Plains, NY, with 3 years of industry experience. Pedro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 272 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.80% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable depending on various factors including the type of services, the type of client, the size of an account, the relationship of the client to Pentegra Investors, the nature of the services to be performed, the number of related accounts being managed, the percentage of client holdings in fixed income assets and/or the length of time the account has been under management by Pentegra Investors.
Fee Estimator
Location
701 Westchester Avenue, Suite 320E, White Plains, NY, 10604-3805
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pentegra Investors, INC.
State Registrations1 state
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