Ian Green
Ian Green is a registered investment advisor at Pendragon Capital Management, INC., based in Fishkill, NY, with 26 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 53 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pendragon's fees for investment management are a percentage of the value of your account, and the specific rate is negotiable. The fees generally range from 0.50% to 1.50% annually for Equity, Balanced, and Specialty Strategies, and 0.35% for the Bond Strategy. The fee is calculated each quarter based on the value of your account on the last business day of the quarter, and is paid after the end of the quarter. You can choose to have the fee deducted from your account or be invoiced directly.
Location
Fishkill, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ian is the sole owner and president of TradingVillage, Inc., an educational company focused on investing, dedicating a few hours per week. He is also a general partner at Pendragon Associates, Inc., a shareholder in Pendragon Alternative Income LLC, and treasurer of the Mind Brain Philanthropic Foundation, spending minimal time on each.
Employment History
Current Registrations
Pendragon Capital Management, INC.
BrokerageselectBroker
Previous Registrations
Instatrade, INC.Broker
State Registrations21 states
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