Wilshire-Pennington Group, INC.
Assets Under Management
$42.6M
Number of Clients
40
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$21.3M
Compensation
Fee-Only (AUM)
About This Firm
Wilshire-Pennington Group offers financial planning and asset management services, specializing in individualized investment advice. They focus on small business owner issues, retirement, wealth transfer, and education planning. Investment management includes mutual funds, equities, fixed income, and ETFs, using quantitative, technical, and fundamental analysis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.24% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be modified based on the nature of services and complexity of the client’s situation.
Fee Estimator
The firm charges a combined annual fee for financial planning and investment management, based on assets under management (see table). This fee is billed monthly in arrears. There is no separate charge for financial plans. Fees may be modified based on the complexity of the client's situation or pre-existing relationships. Clients also pay transaction and brokerage fees to custodians.
Areas of Practice
Location
1712 Pennington Way, Nichols Hills, OK, 73116