user avatar

Penelope Kaufman

Advisor at Prentiss Smith & Company, Inc.

Updated today
Prentiss Smith & Company, Inc. logo

Firm

Prentiss Smith & Company, Inc.

Location

Brattleboro, VT 05301

Credentials

Series 65

Industry experience

18 years

Client services

Portfolio management Newsletters or periodicals

Fee options

Percentage

$0 - $5 million: 0.75% per annum $5 million - $10 million: 0.65% per annum $10 million+: 0.55% per annum

Other

Account minimum: $250,000.00

Work history

Prentiss Smith & Company

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")