RA
RA

Robert Kent Andrews

5 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
221 clients
Average Client Portfolio
$17.9M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.50%
$10.0M - $30.0M0.75%
$30.0M - $50.0M0.50%
$50M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7500 Old Georgetown Road, Suite 705, Bethesda, MD, 20814

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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
Pennington Partners & CO., LLC
July 2020 - Present · 5 yrs 7 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.