Pittenger & Anderson (P&A) offers investment management and financial planning services tailored to each client's unique goals and risk tolerance. P&A manages investments using model portfolios of mutual funds and ETFs, or custom portfolios of individual stocks and bonds for larger accounts. Financial planning services include retirement planning, education funding, cash flow planning, insurance review, and estate planning considerations. P&A acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$3B
Clients920
Advisors14
Avg. per Client$3.3M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.88% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.38% |
Fees may be negotiable. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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