Pendleton Street Advisors offers investment management and general consulting services, including business valuations and financial analysis. They work with clients to develop a financial outline and investment plan based on their goals and risk tolerance. Pendleton Street manages investment portfolios on a discretionary basis, implementing the investment plan. They primarily invest in ETFs, common stocks, mutual funds, and individual bonds.
Assets Under Management$83M
Clients54
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable. Minimum portfolio value is $500,000. Minimum annual fee per household is $7,500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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