McGinn Penninger Investment Management offers investment advisory services, focusing on asset management. They primarily use a large cap value equity investment strategy, but may build fixed income portfolios upon request. They manage accounts with discretion, allowing clients to place reasonable restrictions on investments. The firm also sub-advises the Union Street Partners Value Fund.
Assets Under Management$170M
Clients230
Advisors4
Avg. per Client$760K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3M+ | 0.65% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...