Pence Capital Management offers advisory and sub-investment services for separately managed accounts (SMAs). Pence Capital Management can direct trading activity within the account according to the SMA’s investment objective. Pence Capital Management also provides portfolio consultation services on a separate fee basis to sponsors of unit investment trusts (UITs).
Assets Under Management$1.7B
Clients9
Advisors6
Avg. per Client$190M
Avg. per Advisor$290M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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