Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
300 South Campbell Ave., Springfield, MO, 65806
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Michaela assists with promotional activities at Tabak Co., a bar owned by her spouse, dedicating minimal time. This activity is not investment-related.