Pension Planning Solutions, INC.

View SEC Summary

Assets Under Management

$9.1M

Number of Clients

Number of Advisors

Average Client AUM

$651K

AUM per Advisor

$9.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Pension Planning Solutions, Inc. (PPS) provides ongoing investment advice to clients based on their individual needs. PPS develops a personal investment policy based on discussions about financial goals and objectives. Portfolios consist of various securities. PPS manages accounts on a non-discretionary basis.

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Areas of Practice

Investment ManagementHigh Net Worth

Location

301 South Elm Street, Suite 1008, Greensboro, NC, 27401

1 Advisors at this firm

ChFC