KM
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Kevin Mccormack

18 Years of Experience
Aberdeen, NJ

Kevin Mccormack is a registered investment advisor at Pension Parameters Financial Services, INC., based in Aberdeen, NJ, with 18 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 51 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
51 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$123.0M

Fee Structure

Investment management only (planning not offered)

Pension Parameters Financial Services charges a percentage of the assets they advise on, ranging from 0.35% to 1%. Plan sponsors are invoiced at the end of each calendar quarter.

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Location

675 Line Road, Bldg. #4, Aberdeen, NJ, 07747

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Pension Parameters Financial Services, INC.
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Pension Parameters Financial Services, INC.
July 2006 - December 2019 · 13 yrs 5 mos
State Registrations1 state
NJ
Advisor

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.

Exams
No exam information available for this advisor.
Kevin Mccormack - Financial Advisor | TrueAdvisor