Pennington Partners offers investment advice, family office services, and business strategy consulting. Investment advisory services are offered on a discretionary or non-discretionary basis. Family office and business strategy consulting includes governance, structure, strategy, and operations advice. Pennington Partners may recommend other professionals for implementation purposes, but clients are not obligated to use them.
Assets Under Management$4B
Clients221
Advisors11
Avg. per Client$18M
Avg. per Advisor$360M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$100,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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