Penta Capital Strategies provides ongoing managed account services tailored to each client's goals, risk tolerance, and time horizon. Penta creates an investment policy statement for each client. Penta requests authority to make trades without asking first. Clients can place restrictions on investments based on their values. Penta does not participate in wrap fee programs.
Assets Under Management$44K
Clients4
Advisors1
Avg. per Client$11K
Avg. per Advisor$44K
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Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Penta Capital Strategies offers investment management services where fees are based on the investment strategy chosen. The fees are a percentage of the assets managed. There are four strategies with different fee ranges:
- Strategy 1 (Conservative): 1% - 3% of assets annually. If there's a negative return and the portfolio underperforms the S&P 500, the fee is 1%.
- Strategy 2 (Moderate): 1.5% - 4.5% of assets annually. If there's a negative return and the portfolio underperforms the S&P 500, the fee is 1%.
- Strategy 3 (Aggressive): 2.0% - 6.5% of assets annually. If there's a negative return and the portfolio underperforms the S&P 500, the fee is 1%.
- Strategy 4 (More Aggressive): Only performance-based fees are charged.
The fees are negotiable and paid quarterly.
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