Pendleton Financial offers investment management tailored to clients' goals and risk tolerance, along with financial planning covering retirement, estate, tax, and investment strategies. Pendleton also provides pension consulting services to employee benefit plans. Pendleton acts as a fiduciary, prioritizing clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.40% |
| $15M+ | 0.20% |
Financial planning services are included in the fee. The annual fee rate schedule applies to individual clients, corporate brokerage accounts, and commingled ERISA qualified retirement plans with a household value of assets managed by Pendleton of $500,000 or more. For households under $500,000, the annual fee rate is 1.25% for assets between $1 and $500,000. Financial planning services are included if the household has more than $300,000 in assets managed by Pendleton. Fees may be negotiable.