Wilshire-Pennington Group provides personalized investment management and financial planning services. The firm focuses on tailoring investment portfolios using mutual funds, exchange-traded funds, equities, and fixed income securities. Specializations include retirement planning, wealth transfer, estate planning, education funding, and small business owner issues such as employee benefits and insurance. Wilshire-Pennington builds diversified portfolios reflecting various risk tolerances, ranging from conservative strategies to higher-risk approaches utilizing technical and quantitative analysis.
Assets Under Management$53M
Clients103
Advisors2
Avg. per Client$510K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.24% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are billed monthly in arrears. Financial planning is included at no separate charge.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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