Penn Portfolio Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Penn Portfolio Partners is a state-registered investment adviser founded in 2024 that provides active asset management and financial planning services to individuals, high-net-worth clients, trusts, and small businesses. The firm emphasizes tailored portfolios designed to meet client goals and, as of the brochure date, was a newly formed adviser with no assets under management.
The firm combines fundamental analysis and Modern Portfolio Theory to set asset allocations and select funds, and it implements active trading strategies—ranging from long-term purchases to option-writing approaches—to manage client accounts and rebalance as needed. Clients may impose reasonable restrictions on holdings, receive trade confirmations and custodial statements, and the firm requires use of a specified qualified custodian for accounts.
What is distinctive for this adviser is its fee design: alongside a conventional percentage-of-AUM management fee it also charges an hourly meeting rate for advisory time and uses a mix of income- and asset-based recurring planning fees or a negotiable fixed-fee plan for financial planning, practices that are less common among peers in this category. The firm is owned through a holding LLC, identifies a principal with a non‑investment professional background, and discloses use of custodial and third‑party services that may affect operational arrangements.
Client services
Expertise
Fee options
Financial plan fixed fee: $1,000-$2,500, negotiable
1.0% annually
$200 per hour billed in half hour increments
Ongoing financial planning fee: 1% annually of gross income plus 1% annually of gross assets not managed by the Firm, billed quarterly in advance
Main office
Hatfield PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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