Zachary Allen is a CFA-designated registered investment advisor at Pension Consultants INC, based in Springfield, MO, with 2 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 88 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.13% |
| $500K - $1.0M | 0.60% |
| $1.0M - $1.5M | 0.50% |
| $1.5M - $2.0M | 0.40% |
| $2.0M - $2.5M | 0.40% |
| $2.5M - $3.0M | 0.30% |
| $3.0M - $4.0M | 0.15% |
| $4M+ | 0.05% |
Fees are billed quarterly in advance. A minimum annual fee of $6,500 applies.
Fee Estimator
Location
300 South Campbell Ave., Springfield, MO, 65806
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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 Consultants INC
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.
Exams
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