PNR Financial Services provides ongoing consulting services to pension and employee benefit plans, including 401(k) plans. PNR Financial Services generally limits its investment advice to mutual funds, stocks, bonds, exchange traded funds, real estate funds, and insurance products, including fixed annuities. Specific investment strategies depend on the client's Investment Policy Statement, which outlines their financial situation and risk tolerance. Clients can restrict investments based on their values, but PNR Financial Services may end the relationship if restrictions hinder service.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable. These fees are for pension consulting services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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