Assets Under Management
$42.6M
Number of Clients
40
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$21.3M
Compensation
Fee-Only (AUM)
Wilshire-Pennington Group offers financial planning and asset management services. Financial planning focuses on long-term financial goals, while asset management provides continuous supervision of client accounts. The firm specializes in small business owner issues, retirement planning, wealth transfer, and investment management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.24% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Advisory fees may be modified based on the nature of services and complexity of the client's situation.
1712 Pennington Way, Nichols Hills, OK, 73116