Penserra Wealth Management
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Penserra offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, retirement plans, and banking or thrift institutions. Services include wealth management, financial planning, and sub-advisory management. Investment strategies are primarily long-term focused.
Fee Structure
Advisory fees for wealth management and standalone investment management range from 0.20% to 2.00% annually, paid quarterly in advance. Fees are based on factors like complexity, asset level, and the overall relationship. Standalone financial planning services are offered on an hourly basis ($150 to $500) or a fixed fee ($1,000 to $15,000). Ongoing financial planning services are offered for a fixed fee of up to $15,000 annually. Fees may be negotiable.
Areas of Practice
Location
4 Orinda Way,, 100-A, Orinda, CA, 94563