Kingman Penniman is a CFA-designated registered investment advisor at The Alchemist Fund, based in Montpelier, VT, with 7 years of industry experience. Kingman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 41 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For qualified investors, The Alchemist Fund offers a choice of fee structures, including performance-based fees.
Fee Estimator
Location
Montpelier, VT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Alchemist Fund
State Registrations1 state
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