Penfield Investments offers both discretionary and non-discretionary asset management services. Penfield determines investment strategies based on individual client goals, time horizons, and risk tolerance. Clients may have a financial plan completed, which includes a review of investments, taxes, retirement income, and other applicable topics. Penfield also uses a third-party platform to facilitate management of held away assets such as defined contribution plan participant accounts, on a non-discretionary basis.
Assets Under Management$4.9M
Clients55
Advisors1
Avg. per Client$89K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on various criteria. For assets held away, the annual fee is 1% of the assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...