Are you trustworthy

Yes, we are; click here to read more

what value do you provide

Our Value to You

type of advisory firm

Registered Investment Advisor Firm

have fiduciary duty

Yes

have criminal disclosures

No

have compliance disclosures

No

Custodian

Shareholders Service Group

Fee structure

Hourly Fee
Assets Under Management Fee

Assets under management fee

View our tiered pricing structure

Investments used

We use passively-managed mutual funds provided by Dimensional Fund Advisors and Vanguard

commission structure

We don't take commissions

Do you participate in revenue sharing

No
​

types of clients

Individuals
​High Net-Worth Individuals
​Families
Businesses (retirement plans)

Number of clients

~60

assets under management

~$24 Million

minimum asset requirement

$25,000; with a minimum quarterly billing charge of $125

types of reports

Performance (Monthly)
Brokerage Statement (Monthly)
Market Environment (Quarterly)

View ADV & Privacy policy

Form ADV Part 2A Pensinger Financial (online)
Form ADV Part 2A Pensinger Financial (PDF)
Form ADV Part 2B Michael Pensinger (PDF)
Form ADV Part 2B Joseph Pensinger (PDF)
Privacy Policy (PDF)

CRD Number

169718 - Pensinger Financial

IARD Number

4866979 - Michael Pensinger
4645887 - Joseph Pensinger