Pennfield Capital is a wealth management firm specializing in investment management and financial counsel. They work with wealthy families, business owners, executives, and other professionals. Pennfield takes a conservative, long-term approach to investing, tailoring portfolios to meet each client's financial needs and objectives. They invest in a variety of securities, including stocks, bonds, and mutual funds.
Assets Under Management$77M
Clients154
Advisors2
Avg. per Client$500K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M+ | 1.00% |
The minimum annual fee for services will be 1.0%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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