The Pension Group
Assets Under Management
$142.0M
Number of Clients
568
Number of Advisors
2
Average Client AUM
$250K
AUM per Advisor
$71.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Pension Group (TPG) provides tailored investment management, financial planning, and consulting services. They may co-manage or sub-advise with third-party managers. Services include reviewing financial objectives, asset allocation, cash flow management, tax planning, insurance, education funding, retirement planning, and estate planning.
Fee Structure
Investment management fees range from 0% to 2% annually based on assets under management, the third-party program used, and the scope of engagement. Co-advisory or sub-advisory arrangements are generally 1.5% annually, split between TPG and the third-party manager. Financial planning fees range from $1,500 to $5,000 or $100 to $300 per hour, depending on the service. A minimum investment of $100,000 is generally required, but may be waived at the firm's discretion.
Areas of Practice
Location
700 Stonehenge Parkway, Suite B, Dublin, OH, 43017