Pentegra Investors, INC.
Assets Under Management
$5.5B
Number of Clients
272
Number of Advisors
6
Average Client AUM
$20.2M
AUM per Advisor
$917.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pentegra Investors provides ongoing asset management for retirement plans and other institutional clients, both discretionary and non-discretionary. They also offer OCIO services (Pentegra Client Solutions). Services are tailored to client needs and documented in written agreements. They manage the PENTelligent Portfolios, a series of ETF-based model portfolios.
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
Location
701 Westchester Avenue, Suite 320E, White Plains, NY, 10604-3805