Pension Parameters Financial Services provides pension consulting services, including preparing investment policy statements, selecting investment vehicles, and monitoring investment performance. They also offer employee communication services for self-directed plans. While their primary clients are pension, profit sharing, and 401(k) plans, they also serve individuals, trusts, estates, and charitable organizations.
Assets Under Management$120M
Clients51
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$120M
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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