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Pittenger & Anderson’s only compensation is the annual management fee you pay us. We are not paid by commissions, sales or transaction charges, revenue sharing, kickbacks, or other compensation schemes. Below you’ll find our investment management fee schedules.  For more details, please see our ADV Part 2A, Item 5.

Custom Equity, Fixed Income & Balanced Accounts

Annual Fee Assets Min. Assets Max.
1.000% $0 $1,000,000
0.900% $1,000,001 $2,500,000
0.825% $2,500,001 $5,000,000
0.750% $5,000,001 $10,000,000
0.625% $10,000,001 $25,000,000
0.500% $25,000,001 $50,000,000
0.375% $50,000,001 and up

 

Mutual Fund & ETF Accounts

Annual Fee Assets Min. Assets Max.
0.750% $0 $10,000,000
0.625% $10,000,001 $25,000,000
0.500% $25,000,001 $50,000,000
0.375% $50,000,001 and up

DoL Fiduciary Rule ERISA, IRA and ROTH IRA

Annual Fee Assets Min. Assets Max.
0.750% $0 $10,000,000
0.625% $10,000,001 $25,000,000
0.500% $25,000,001 $50,000,000
0.375% $50,000,001 and up

Qualified Plan Management (Example)

Annual Fee Assets Min. Assets Max.
0.20% $0 $10,000,000
0.15% $10,000,001 $20,000,000
Negotiable $20,000,001 and up

Our clients also will pay the commissions and fees charged by their custodian when we execute trades in their accounts (currently $4.95 per stock trade with Charles Schwab if you accept electronic statements and confirms).

Pittenger & Anderson does not participate in any fees charged by broker-dealers, mutual funds, or custodians that do business with our clients. We benefit only from our management fee. In fact, it’s in our interests to keep all these other fees as low as possible for you. Part of making your account grow is limiting the amount you pay in fees. This clearly aligns our interests with yours and makes us stand out from our competition. See “Why Fees Matter” here.

Financial Planning Fees

We offer our financial planning services on a complimentary basis to our investment management clients.  If you are not an investment management client, but are interested in having us do a comprehensive financial plan for you, we offer these services for a $1,000 flat fee.  If you decide after the financial plan that you would like P&A to manage your investment or retirement accounts, then we will credit the financial planning fees toward our investment management fees.

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