Pennington Partners & CO., LLC

Assets Under Management

$4.0B

Number of Clients

221

Number of Advisors

7

Average Client AUM

$17.9M

AUM per Advisor

$564.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Pennington Partners offers discretionary and non-discretionary investment advisory services, including financial planning and consulting. They also provide family office and business strategy consulting, priced per project with a $100,000 minimum. Hourly rates range from $250 to $700. They may recommend independent managers and sub-advisors.

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.50%
$10.0M - $30.0M0.75%
$30.0M - $50.0M0.50%
$50M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Loading...
Location

7500 Old Georgetown Road, Suite 705, Bethesda, MD, 20814

7 Advisors at this firm

Pennington Partners & Co., Llc | TrueAdvisor