Ellison Pennewill
Ellison Pennewill is a registered investment advisor at Southeastern Financial Planning, LLC, based in Pensacola, FL, with 13 years of industry experience. Ellison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3 clients with $3.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fee is negotiable based upon the size of the account and/or if the client has multiple accounts within his household.
Fee Estimator
Location
3 West Garden St, Suite 340, Pensacola, FL, 32502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Southeastern Financial Planning, LLC
Previous Registrations
Saltmarsh Financial Advisors, L.L.C.
Citigroup Global Markets INC.
State Registrations1 state
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