RP
CFA
RP
CFA

Ryan Penninger

15 Years of Experience
Alexandria, VA

Ryan Penninger is a CFA-designated registered investment advisor at Mcginn Penninger Investment Management INC., based in Alexandria, VA, with 15 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 230 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
230 clients
Average Client Portfolio
$758K average
Assets Under Management
$174.3M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.00%
$1.5M - $3.0M0.85%
$3M+0.65%

Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

277 S. Washington Street, Suite 340, Alexandria, VA, 22314

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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
Mcginn Penninger Investment Management INC.
April 2019 - Present · 7 yrs
Previous Registrations
Mcginn Investment Management INC
September 2010 - December 2017 · 7 yrs 3 mos
Morgan Stanley & CO. Incorporated
September 2007 - September 2008 · 1 yr
State Registrations5 states
CADCMDSCVA
Advisor

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.

Exams
No exam information available for this advisor.