Penny Jones is a CFP-designated registered investment advisor at Titleist Asset Management, LLC, based in The Woodlands, TX, with 5 years of industry experience. Penny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 2,151 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable at the firm's discretion based on total assets under management, except for a mandatory 0.15% model manager fee if Shorebird Capital models are used.
Fee Estimator
Location
8111 Ashlane Way, #219, The Woodlands, TX, 77382
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Penny is the Vice President/Director of Prewitt Management, the general partner of a family limited partnership. She dedicates minimal time to this activity.
Employment History
Current Registrations
Titleist Asset Management, LLC
Previous Registrations
Illumination Wealth Management
Mchenry Capital, L.L.C.
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.
Exams
More Advisors
- Maria ValenciaTitleist Asset Management, LLC
- Christopher Rawson, CFPTitleist Asset Management, LLC
- Daniel Michalk, CFA, CFP, ChFCWaterway Wealth Management, L.L.C.
- Karthikeyan Radhakrishnan, CFATitania Investments LLC
- Geoffrey Lesuer, CFPWells Fargo Advisors
- Adam Threadgill, CFPThreadgill Financial, LLC