The Pension Group manages investment portfolios and provides personalized financial planning and consulting for individuals, families, retirement plans, trusts, estates, and small businesses. The firm often collaborates with third-party managers to deliver investment strategies aligned with Modern Portfolio Theory. Financial planning services cover reviewing objectives, asset allocation, cash flow management, tax preparation and planning, accounting services, insurance, retirement planning, and estate planning. The Pension Group focuses on tailoring each engagement to the specific needs of the client and operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees can range up to 2% depending on the third-party program used, and total combined fees will not exceed 3% per year. Fees may be negotiable in some instances.