Pendulum Asset Management (PAM) offers investment management services, managing client portfolios on a discretionary basis. PAM invests in small to midcap financial investments, preferred stock, micro to midcap value investments, treasury bonds, and other fixed-income instruments. PAM tailors its advisory services to meet the needs of its individual clients and seeks to ensure that client portfolios are managed in a manner consistent with those needs and objectives.
Assets Under Management$690K
Clients11
Advisors1
Avg. per Client$62K
Avg. per Advisor$690K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Clients can negotiate a lesser fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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