Penn First Advisors offers financial planning covering cash flow, insurance, investments, taxes, retirement, and estate planning. They also provide investment management services, creating investment strategies based on client goals, time horizon, and risk tolerance. Penn First uses SEI Private Trust Company to implement their investment management service.
Assets Under Management$4.8M
Clients24
Advisors1
Avg. per Client$200K
Avg. per Advisor$4.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K - $500K | 0.48% |
| $500K - $1.0M | 0.33% |
| $1M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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