Pendragon Capital Management provides investment advice and manages investment portfolios for individuals and families. Pendragon works with clients to understand their financial situation, risk tolerance, and investment goals. Pendragon offers different investment strategies including equity, balanced, and fixed income. Pendragon may recommend third-party managers to manage portions of client portfolios.
Fee Structure
Pendragon's fees for investment management are a percentage of the value of your account, and the specific rate is negotiable. The fees generally range from 0.50% to 1.50% annually for Equity, Balanced, and Specialty Strategies, and 0.35% for the Bond Strategy. The fee is calculated each quarter based on the value of your account on the last business day of the quarter, and is paid after the end of the quarter. You can choose to have the fee deducted from your account or be invoiced directly.