Plexus Financial Services, LLC
Assets Under Management
N/A
Number of Clients
79
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Plexus Financial Services, LLC (PFS) is an SEC-registered investment adviser offering retirement plan consulting and related advisory services, including fund menu design, investment monitoring, employee education, and provider selection. PFS may act as a Co-Fiduciary under ERISA. Fees are based on the type of arrangement and services provided.
Fee Structure
Plexus Financial Services provides services on a non-discretionary basis using compensation methods agreed upon with the client, including hourly fees, quarterly or annual participant fees, and flat dollar fees. Fees are either billed directly to the client or deducted from plan assets. The specific fees are outlined in the agreement and fee disclosure.
Areas of Practice
Location
21805 Field Parkway, Suite 320, Deer Park, IL, 60010