penwood real estate investment management, llc
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west hartford, CT
Additional Information
Penwood Real Estate Investment Management is a principal-owned firm founded in 2003 that manages value-added real estate investments for the institutional marketplace. The company structures and executes investment strategies focused on supply-restrained commercial real estate markets with the goal of creating significant value for investors.
Specializes in
Services
Established 2003 · Team of 5 · Serving Domestic markets
Additional information extracted from the firm's public website. Last updated: August 8, 2026
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Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
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A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
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Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
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Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.