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
1400 Post Oak Blvd, Suite 625, Houston, TX, 77056
Get directionsRegulatory History (1)
Employment Separation After Allegations
November 2015Other Business Activities
Brian is a passive member/investor in Keiretsu Forum and owner of BRMG LLC, a real estate LLC with his father, dedicating minimal time to each. He also participates in investment committees for the JCC of Greater Washington and the Jewish Community Federation of Baltimore, and uses GF Angel LLC for angel investing.