Pension Planning Solutions, INC.
Assets Under Management
$9.1M
Number of Clients
14
Number of Advisors
1
Average Client AUM
$651K
AUM per Advisor
$9.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pension Planning Solutions, Inc. (PPS) is a registered investment advisor offering ongoing advice on investment of client funds based on individual needs. PPS develops a personal investment policy based on client's financial goals and objectives. Portfolios consist of equities, debt securities, mutual funds and ETFs. PPS manages accounts on a non-discretionary basis.
Fee Structure
The annual fee for portfolio management services is between 0.00% and 1.00% of assets under management. Fees are negotiable based on various factors, including the complexity of investment strategies, number of meetings, type of client, complexity of the client's situation, composition of the account, potential for additional deposits, relationship with the advisor, and total assets under management. PPS generally requires a minimum account size of $250,000, but exceptions may be negotiated. Accounts for the same household will be aggregated for a discounted fee.
Areas of Practice
Location
301 South Elm Street, Suite 1008, Greensboro, NC, 27401