Pingora Partners LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Pingora Partners is an investment advisory firm based in Dallas, Texas, founded and owned by Keith Ohnmeis. Pingora Partners specializes in building personalized investment portfolios tailored to each client's specific needs, risk tolerance, and long-term goals. The firm uses fundamental analysis and a wide range of investment strategies, including long-term and short-term holdings, options, concentrated positions, margin, and private equity. Portfolios typically include individual stocks and bonds, mutual funds, exchange-traded funds, cash equivalents, and other public or private securities. Pingora Partners requires clients to hold their assets with a qualified custodian, primarily Charles Schwab & Co., Inc. In addition to managing client portfolios, Pingora Partners provides consulting services to private equity funds.

Assets Under Management$200M
Clients32
Advisors1
Avg. per Client$6.2M
Avg. per Advisor$200M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are charged up to 2.00% annually, billed quarterly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm