Pension Partners offers investment advice and portfolio management based on clients' individual needs. The firm creates and manages portfolios using model and asset allocation portfolios. Pension Partners also provides pension consulting services, including investment policy statement preparation, selection of investment vehicles, monitoring of investment performance, and employee communications. These services are offered to pension, profit sharing, and 401(k) plans, as well as individuals, trusts, estates, and charitable organizations.
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.