Peninsula Asset Management offers personalized investment management, creating portfolios with stocks and bonds (including exchange traded funds and mutual funds for smaller accounts). They work with individuals, retirement plans, trusts, estates, and charities. Client goals are determined through interviews covering income needs, risk tolerance, and time horizon. Clients can place reasonable restrictions on their accounts.
Assets Under Management$270M
Clients188
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.50% |
Amounts over $4 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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