Joseph Shenton is a registered investment advisor at Permanent Capital Management, LP, based in Chicago, IL, with 24 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Investment advisory fees typically range up to 0.75% annually based on several factors. The Advisor can choose to offer its investment advisory services on a flat fee basis.
Fee Estimator
Location
167 N Green Street, Suite 1360, Chicago, IL, 60607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a board member for Chicagoland Entrepreneurial Center and Evolution Risk Partners, LLC, and an operating partner for Shore Capital Partners, LLC. He also serves as an advisor for Relish Works, LLC, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Permanent Capital Management, LP
Previous Registrations
Summit Trail Advisors, LLC
Barclays Capital INC.
Lehman Brothers INC.
Alliancebernstein L.P.
State Registrations1 state
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