Jacob Reinhardt is a registered investment advisor at Pennington Partners & CO., LLC, based in Bethesda, MD. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 4 more. Their firm serves 112 clients with $5.1B 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 | 1.50% |
Annualized rates generally range up to 1.50%. Alternatively, Pennington Partners generally charges a fixed annual fee of a minimum of $100,000. All fees are generally negotiable.
Fee Estimator
Location
7500 Old Georgetown Road, Suite 705, Bethesda, MD, 20814
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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 →Employment History
Current Registrations
Pennington Partners & CO., LLC
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
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