Pento Portfolio Strategies (PPS) provides ongoing investment management based on individual client goals, tax planning, and accounting services. PPS also offers a weekly podcast subscription and a Real Time Reality Alert service for international clients. PPS uses the Inflation Deflation and Economic Cycle (IDEC) model for active investment management. Clients may request reasonable restrictions on investments.
Assets Under Management$240M
Clients874
Advisors2
Avg. per Client$270K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. For accounts that are not in the actively managed IDEC Model, PPS charges a reduced fee of 0.5%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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