Penn Portfolio Partners provides investment management and financial planning services. They meet with clients to discuss their financial situation, goals, and risk tolerance to create a tailored portfolio. They monitor accounts, trade as necessary, and communicate regularly with clients. Financial planning services include comprehensive financial planning, estate planning, business planning, and educational planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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