Pension Maxima Investment Advisory provides a range of financial services, including pension consulting for retirement plans and financial planning for individuals. Financial planning covers personal finances, investments, and retirement. Pension Maxima also offers a Manager of Managers program, where they select other investment advisors for clients. Additionally, they provide consulting services on specific financial topics and model portfolio management.
Assets Under Management$32M
Clients27
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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