Wilshire-Pennington Group offers financial planning and investment management services. Financial planning helps clients set long-term financial goals through investments, tax planning, and retirement planning. Investment management involves continuous supervision of client accounts and making trades when necessary. The firm specializes in providing individualized investment advice through its asset management services.
Assets Under Management$43M
Clients40
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$21M
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% |
Advisory fees may be modified based on the nature of services, complexity of the client's situation, pre-existing relationships, or when additional time and effort are required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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