Michael Quinlivan
Michael Quinlivan is a ChFC-designated registered investment advisor at Pension Planning Solutions, INC., based in Greensboro, NC, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 13 clients with $8.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pension Planning Solutions charges an annual fee for managing your investment portfolio, ranging from 0% to 1% of the value of your investments. The exact fee is negotiable and depends on factors like the complexity of your investment strategy, the number of meetings you request, the type of client you are, the complexity of your financial situation, the composition of your account, the potential for additional deposits, your relationship with the advisor, and the total amount of assets managed for you. PPS generally requires a minimum account size of $250,000, but this may be negotiable. Fees are billed quarterly.
Location
301 South Elm Street, Suite 1008, Greensboro, NC, 27401
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Regulatory 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 →Employment History
Current Registrations
Pension Planning Solutions, INC.
Previous Registrations
Pension Planning Solutions, INC.
Presidium
MML Investors Services, INC.
Jefferson Pilot Securities CORP
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.