Pennant Wealth Management provides investment management and financial planning services to individuals, high net-worth individuals, pension and profit sharing plans, charitable organizations, corporations, and other businesses. Pennant Wealth Management offers advice on stocks, bonds, mutual funds, and ETFs. Financial planning covers business planning, cash flow and debt management, college savings, estate planning, insurance, retirement planning, risk management, and tax planning.
Assets Under Management$2M
Clients15
Advisors1
Avg. per Client$130K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. If PWM utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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