Penserra Wealth Management provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, retirement plans, and banking or thrift institutions. Penserra offers wealth management services, including investment management and financial planning. Investment strategies are primarily long-term focused and may utilize independent investment managers or sub-advisors. Financial planning services cover areas like retirement, education, and insurance needs.
Fee Structure
Penserra Wealth Management charges an annual fee based on the value of your portfolio, ranging from 0.20% to 2.00%. The exact fee depends on the complexity of services, the amount you invest, and your overall relationship with Penserra. Fees are paid quarterly in advance. The fee may be negotiable. Penserra may recommend independent managers or sub-advisors, but does not earn compensation from them.