Penta Investment Counsel provides investment management services, managing each client's portfolio based on their individual goals, risk tolerance, and time horizon. Penta specializes in selecting and monitoring mutual funds, stocks, and bonds, focusing on long-term investment strategies. Penta only manages client assets on a discretionary basis.
Assets Under Management$31M
Clients14
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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