Penmar Wealth Management provides investment management and financial planning services to individuals and high-net-worth individuals. Financial planning includes a full financial plan or consultation services on individual topics. Investment strategies are tailored to client goals and objectives. Penmar Wealth Management may use sub-advisors to manage client portfolios.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee. The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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