Pension Parameters Financial Services, INC.

Fee-Only (% of Portfolio)

Pension Parameters Financial Services is a registered investment advisor based in Aberdeen, New Jersey, that has been in business since 1991. The firm primarily serves pension, profit sharing, and 401(k) plans, while also offering services to individuals and non-profit organizations where appropriate. Its core services include pension consulting, preparing investment policy statements, selecting investment vehicles, monitoring investment performance, and providing educational support and workshops for plan participants. Pension Parameters Financial Services manages client assets on a non-discretionary basis, meaning clients must approve all trades before they are executed.

Assets Under Management$140M
Clients48
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$140M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Advisors at this firm

Pension Parameters Financial Services, INC. - Fees, AUM & Advisors | TrueAdvisor