Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
221 clients
Average Client Portfolio
$17.9M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.50%
$10.0M - $30.0M0.75%
$30.0M - $50.0M0.50%
$50M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7500 Old Georgetown Road, Suite 705, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Pennington Partners & CO., LLC
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Pennington Partners & CO., LLC
April 2016 - December 2016 · 8 mos
Bronfman E.L. Rothschild, L.P.
September 2015 - June 2016 · 9 mos
Highline Wealth Management, LLC
March 2007 - December 2015 · 8 yrs 9 mos
Meltzer Wealth Management
December 2006 - April 2007 · 4 mos
Lydian Wealth Management Company, LLC
September 2004 - May 2006 · 1 yr 8 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.