Mcginn Penninger Investment Management INC.

Assets Under Management

$174.3M

Number of Clients

230

Number of Advisors

4

Avg. Portfolio per Client

$758K

Avg. Managed per Advisor

$43.6M

Compensation

Fee-Only (% of Portfolio)

About This Firm

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.

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.00%
$1.5M - $3.0M0.85%
$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
Areas of Practice
Investment Management
Loading...
Location

277 S. Washington Street, Suite 340, Alexandria, VA, 22314

4 Advisors at this firm