Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fee Estimator
Investment advisory fees are based on the market value of your assets, generally between 0.50% and 1.50%. For family office and business strategy consulting, there's a minimum fee of $100,000 per engagement, and hourly rates range from $250 to $700. Legal advisement is available at $175/hour as a pass-through expense. Pennington Partners generally requires a minimum annual fee of $100,000 for investment advisory services, but this may be waived at their discretion.
Areas of Practice
Advisor Information
Office location
7500 Old Georgetown Road, Suite 705, Bethesda, MD, 20814
Get directionsRegulatory History
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