Benjamin Daniel Kennedy

Wilshire-Pennington Group, INC.

11 Years of Experience

3 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningBusiness Owners

Wilshire-Pennington Group, INC.

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

40 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$42.6M

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.45%
$500K - $1.0M	1.24%
$1.0M - $2.5M	0.90%
$2.5M - $5.0M	0.75%
$5M+	0.60%

Advisory fees may be modified based on the nature of services and complexity of the client's situation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1712 Pennington Way, Nichols Hills, OK, 73116

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

April 2019

Final

Regulatory

October 2018

Final

Regulatory

May 2017

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Wilshire-Pennington Group, INC.

July 2014 - Present · 11 yrs 7 mos

State Registrations3 states

KSOKTX

Advisor

Exams

No exam information available for this advisor.