Corporate Benefits Consultants provides pension consulting services to individuals and other clients. The firm offers general investment advice and is not required to verify information received from clients or their other professionals. Clients retain discretion over all implementation decisions and are responsible for notifying Corporate Benefits Consultants of any changes in their financial situation or investment objectives.
Assets Under Management$40M
Clients3
Advisors1
Avg. per Client$13M
Avg. per Advisor$40M
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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