Pendulum Wealth Partners provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Investment management is discretionary and tailored to client goals. Financial planning covers areas like retirement, education, and insurance. Pendulum Wealth Partners may recommend independent managers for a portion of client portfolios.
Assets Under Management$250M
Clients227
Advisors9
Avg. per Client$1.1M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 1.10% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.90% |
| $6.0M - $12.0M | 0.80% |
| $12.0M - $24.0M | 0.70% |
| $24.0M - $48.0M | 0.60% |
| $48.0M - $96.0M | 0.50% |
| $96M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy client relationships may be charged a higher wealth management fee than described in the tiered schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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