Pension Planning Solutions (PPS) is a registered investment advisor that provides ongoing investment advice and portfolio management services to individuals and high-net-worth individuals. PPS creates personalized investment policies based on clients' financial goals and objectives. PPS manages accounts on a non-discretionary basis, meaning they need your approval before making any trades. PPS offers advice on various investments, including stocks, bonds, mutual funds, and ETFs.
Fee Structure
Pension Planning Solutions charges an annual fee for managing your investment portfolio, ranging from 0% to 1% of the value of your investments. The exact fee is negotiable and depends on factors like the complexity of your investment strategy, the number of meetings you request, the type of client you are, the complexity of your financial situation, the composition of your account, the potential for additional deposits, your relationship with the advisor, and the total amount of assets managed for you. PPS generally requires a minimum account size of $250,000, but this may be negotiable. Fees are billed quarterly.