Pennfield Capital CORP

Fee-Only (% of Portfolio)Fixed/Hourly

Pennfield Capital is a privately owned wealth management firm located in South Bend, Indiana, specializing in personalized investment management and financial counsel. Founded in 1990, Pennfield Capital serves a select group of clients including wealthy families, business owners, corporate executives, and other professionals. The firm takes a conservative, long-term approach to the financial markets, building custom-designed portfolios based on fundamental research and individual client objectives. Pennfield Capital provides investment advice on a wide variety of assets, including stocks, bonds, mutual funds, municipal securities, options, and government securities. All accounts are managed with the authority to make trades without asking first, subject to approval by the firm's president. In addition to portfolio management, Pennfield Capital offers financial consulting on a rare hourly basis when needed.

Assets Under Management$68M
Clients154
Advisors2
Avg. per Client$440K
Avg. per Advisor$34M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K1.40%
$500K - $1.0M0.90%
$1.0M - $2.5M0.70%
$2.5M+0.70%

Fees are not negotiable. Minimum annual fee is 1.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Pennfield Capital CORP - Fees, AUM & Advisors | TrueAdvisor