Pension Consultants Inc

RIASEC RegisteredEst. 1999

Total AUM

$5.4B

Discretionary

$2.5B

46% of AUM

Avg account

$35M

Accounts

155

Employees

Advisory reps

Firm details

Headquarters: Springfield, Missouri
CRD number: 113914
Registered since: July 23, 1999
Website: pension-consultants.com
Custodians: MATRIX SECURITIES, INC., EMPOWER TRUST COMPANY, LLC, JOHN HANCOCK DISTRIBUTORS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: Pension & Profit Sharing Plans98.92%
HNWI0.86%
Individuals0.22%
Services: Portfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pension Consultants Inc. is an individually owned advisory corporation that provides both individual/family and institutional clients with portfolio management and pension consulting services. The firm is SEC-registered, having filed in 1999. In addition to investment management, Pension Consultants Inc. produces periodicals and runs educational seminars and workshops for clients and prospects. Its fee arrangements are varied — percentage of AUM, hourly and fixed fees, and performance-based fees are all used depending on the engagement. The firm identifies itself as a pension consultant and works with retirement plan sponsors as well as high-net-worth individuals and families. It does not position itself primarily as a capital allocator and is not classified under a specialty label; the firm reports it is not an active ESG investor.