Penmar Advisors provides investment management on a discretionary or non-discretionary basis, tailoring strategies to client goals and risk tolerance. They also offer financial planning services, including full financial plans and consultation services on specific topics. Clients can impose restrictions on investments. Penmar Advisors does not participate in wrap fee programs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.25% |
| $1M+ | 0.25% |
Fees are negotiable based on various criteria. Penmar Advisors also offers performance-based fees for accounts over $1,100,000. The quarterly fee is 0.25% plus 15% of the quarterly portfolio performance above an agreed-upon high water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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