Pension Consultants INC
Assets Under Management
$4.9B
Number of Clients
89
Number of Advisors
5
Average Client AUM
$55.3M
AUM per Advisor
$984.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pension Consultants, Inc. focuses on providing advisory services to retirement plan sponsors and individual participants holding assets in retirement plans. Services include Performance-Driven Retirement Plan Management and RetireAdvisers® Consulting Services. They also offer grandfathered retirement plan services to existing clients.
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
Location
300 South Campbell Ave., Springfield, MO, 65806