Penn Advisory Group offers financial planning and investment management services. Penn will direct clients to an investment program specifically for the client after a review of the client's financial situation, investment objectives, risk tolerance, time horizon, and goals. Financial planning services may include cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, estate planning and business succession planning.
Assets Under Management$28M
Clients79
Advisors2
Avg. per Client$350K
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees are negotiated with Penn Advisory Group and are assessed monthly, in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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