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Frequently Asked Questions

Answers to Frequently Asked Questions From Clients

Introduction

  • Cash flow
  • Net worth
  • Investments
  • Retirement Planning
  • Estate planning
  • Tax Planning
  • Credit
  • Insurance
  • College Planning

Yes, Pence Wealth Management is a Registered Investment Advisory (RIA) firm, upholding the highest level of fiduciary duty to work in the best interest of our clients and to put the needs of our clients first, above all else.

You can view your portfolio on a real time basis on any device through your secure portal.

The custodian of assets is LPL Financial. Publicly traded on the NASDAQ: LPLA. See more information about account and SIPC Protection in Our Independence, Your Advantage Page.

Our standard wealth management fee is 1% of assets under management. We believe that this is an excellent value for the service that we provide.

You will have the benefit of a full range of wealth management solutions to pursue your life and legacy goals. This includes comprehensive financial planning, retirement and estate planning review, investment planning, risk analysis, etc.

Your portfolio will be invested within the guidelines set by our Investment Committee and chosen in a manner to address your goals while taking the least amount of risk as possible. Our Investment Committee consists of 8 individuals, including 2 CFAs, 2 CPMs, and one PHD.

Yes, we provide our clients with clear, objective financial planning and investment guidance. Pence Wealth Management is a Registered Investment Advisory (RIA) firm held to a fiduciary standard, always acting in the best interest of our clients and putting their needs first.

The portfolio will be invested within the guidelines set by our Investment Committee and work toward your objective while taking the least amount of risk as possible. We are a conservative firm and understand the importance of managing risk.