Pension & Wealth Management Advisors provides ongoing portfolio management and financial planning services to individuals, high-net-worth individuals, institutions, trusts, estates, retirement plans, and businesses. The firm operates as a registered investment advisor with the U.S. Securities and Exchange Commission and acts in your best interest as a fiduciary. Pension & Wealth Management Advisors builds customized portfolios using various investment vehicles, including stocks, bonds, exchange-traded funds, options, mutual funds, and alternative investments such as hedge funds and private placements. Clients can place reasonable restrictions on the types of investments held in their accounts. Additionally, the firm prepares written financial plans covering areas such as income taxes, insurance, investments, retirement planning, and estate planning. All investment management and recommendations are handled directly by Pension & Wealth Management Advisors without utilizing third-party managers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is 1.00% and cannot exceed this rate, though fees may be negotiated under certain circumstances depending on the portfolio and relationship scope. Financial planning is included in this fee.