Pennington Partners & Co., LLC provides customized investment advisory, family office, and business strategy consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. Pennington Partners tailors its discretionary and non-discretionary investment management to each client's specific goals, risk tolerance, and liquidity needs, utilizing individual stocks, bonds, options, exchange-traded funds, mutual funds, and alternative investments such as private equity and real estate. In addition to investment management, Pennington Partners offers comprehensive family office services—including tax analysis, estate planning, bookkeeping, bill payment, household concierge, and healthcare concierge services—often bundled into a fixed annual fee or structured as a percentage of assets managed. Pennington Partners also manages private investment funds and special purpose vehicles for qualified clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annualized rates generally range up to 1.50%. Alternatively, Pennington Partners generally charges a fixed annual fee of a minimum of $100,000. All fees are generally negotiable.