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 | 0.80% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Fees are negotiable based on various factors like client type, account size, and relationship with Pentegra Investors. The listed fee schedule represents the maximum fees. Fees for education and consulting services range from $2,000 to $15,000 per project. There is no minimum fee or account size, but Pentegra Investors may decline clients if the assets are too small to manage effectively.
Areas of Practice
Advisor Information
Office location
701 Westchester Avenue, Suite 320E, White Plains, NY, 10604-3805
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Maureen works as a yoga instructor, dedicating a few hours per week to this non-investment-related activity.