Penn Street Capital Management provides investment management services to individuals, high net worth individuals, IRAs, trusts, estates, foundations, and endowments. They manage each client's portfolio on a custom basis, considering their goals, risk tolerance, and other personal circumstances. Penn Street Capital Management specializes in selecting and monitoring individual stocks, bonds, index funds, and mutual funds, focusing on long-term investment strategies.
Assets Under Management$60M
Clients11
Advisors1
Avg. per Client$5.5M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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