Keith Kellum is a CFP-designated registered investment advisor at Pennington Partners & CO., LLC, based in Bethesda, MD. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 221 clients with $4B 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 $10.0M | 1.50% |
| $10.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees are 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.
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Learn about disclosures →Employment History
Current Registrations
Pennington Partners & CO., LLC
State Registrations1 state
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