Jennings Investment Group provides investment advice, primarily allocation advice on mutual funds, stocks, bonds, and options. Jennings Investment Group manages individual accounts for a percentage of the value of your portfolio. The firm's investment strategies incorporate fundamental, quantitative, and economic analysis. The Management Committee reviews transactions and allocation models regularly, and individual client accounts are screened daily for allocation differences and rebalancing.
Assets Under Management$7.5M
Clients41
Advisors1
Avg. per Client$180K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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