Maegen Emily Chaudry

Pentegra Investors, INC.

14 Years of Experience

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Firm Information

Pentegra Investors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

6 advisors

Number of Clients

272 clients

Average Client Portfolio

$20.2M average

Assets Under Management

$5.5B

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$2,000 - $15,000

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.

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Areas of Practice

Investment ManagementRetirement Planning

Advisor Information

Office location

701 Westchester Avenue, Suite 320E, White Plains, NY, 10604-3805

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Regulatory History

Clean regulatory record

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.