PenFacs Financial Services (PFS) is a registered investment advisor providing investment management services for client assets. PFS uses fundamental and technical analysis and employs long-term and short-term purchase strategies. The firm's president is also involved in other business activities, including marketing variable annuities and insurance products and serving in leadership roles for hockey organizations.
Assets Under Management$40M
Clients13
AdvisorsN/A
Avg. per Client$3.1M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees have not been negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.