Jordan Brenner

Pinion Wealth Management offers asset management services where they make investment recommendations and changes to your managed account. They implement an individualized investment program for your account, crafting a specific investment strategy and policy based on your goals. They may use model portfolios or allocation strategies provided by sub-advisors or introduce you to investment managers.

Fees are based on a percentage of assets under management and are paid quarterly in advance. The percentage generally decreases as the amount of assets increases. Fees may be negotiable in limited circumstances. If the agreement is terminated, unearned fees will be refunded.