How is Penta Investment Counsel compensated for managing my portfolio?
To ensure that our interest remain aligned with our clients, our compensation is not based upon commissions or transactions. Our investment counsel fee includes portfolio design, implementation and management, as well as investment reporting. Generally, the investment counsel fee is 1% annually. The investment counsel fee is deducted from your account on a quarterly basis. As a percentage, the larger your account, the lower the investment counsel fee.
