EA

Elizabeth Angus

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
89 clients
Average Client Portfolio
$55.3M average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

Pension Consultants, Inc. charges fees for retirement plan services and RetireAdvisers® Consulting Services. For Performance-Driven Retirement Plan Management Services, there is a one-time account establishment fee of $21,000 and a quarterly advisory base fee of $5,250. Performance-based fees are also charged quarterly based on investment lineup, fees, and contributions performance. The firm does not maintain custody of plan assets. Fees may be paid out of plan assets with client authorization.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

300 South Campbell Ave., Springfield, MO, 65806

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Pension Consultants INC
September 2021 - Present · 4 yrs 4 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.