Assets Under Management
$4.0B
Number of Clients
221
Number of Advisors
7
Average Client AUM
$17.9M
AUM per Advisor
$564.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Pennington Partners offers discretionary and non-discretionary investment advisory services, including financial planning and consulting. They also provide family office and business strategy consulting, priced per project with a $100,000 minimum. Hourly rates range from $250 to $700. They may recommend independent managers and sub-advisors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
7500 Old Georgetown Road, Suite 705, Bethesda, MD, 20814