Edward Dempsey is a CFP-designated registered investment advisor at Pension Partners, LLC, based in San Juan, PR, with 21 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 19 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pension Partners charges a percentage of your portfolio each year for investment management. The fees range from 1.00% to 2.00%, depending on the specific agreement with each client. Fees for related accounts may be discounted. Some clients who meet certain requirements may be charged a performance-based fee of up to 15% of the account's net profits.
Location
San Juan, PR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pension Partners, LLC
Previous Registrations
Pension Partners, LLC
State Registrations1 state
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