Pensinger Financial offers investment management based on individual client goals and risk tolerance, primarily using mutual funds and ETFs focused on indexed equities and fixed income. They also provide financial planning services, including investment, insurance, tax, retirement, college, and debt/credit planning, available on an hourly basis or as part of a comprehensive plan. Pensinger Financial acts as a fiduciary, putting client interests first.
Assets Under Management$50M
Clients106
Advisors2
Avg. per Client$470K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Pensinger Financial charges a percentage of your portfolio's value each year for investment management. For example, a $2,250,000 portfolio would be charged 1.50% on the first $250,000, 1.25% on the next $1,750,000, and 1.00% on the last $250,000.
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