Michael Pensinger is a registered investment advisor at Pensinger Financial, INC., based in Lemont, IL, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 106 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pensinger Financial charges a percentage of your portfolio's value each year for investment management. For example, a $2,250,000 portfolio would be charged 1.50% on the first $250,000, 1.25% on the next $1,750,000, and 1.00% on the last $250,000.
Location
Lemont, IL
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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.
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Michael is involved in real estate development through Denanson Development LLC Series Drexel Manor. This activity is not investment-related, and Michael does not receive commissions from it.
Employment History
Current Registrations
Pensinger Financial, INC.
Previous Registrations
Evanston Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.