Individual Clients: One of the areas where an advisor can benefit clients is to help control the all-in costs of an investment plan, since every dollar saved in expenses is another dollar that can continue to grow in your account. We take this duty seriously and aim to provide excellent value for our clients. The advisory fee we charge will differ based on the size and complexity of your situation and the services we provide.  With carefully crafted advice on fund costs, asset location, asset allocation, tax-efficiency, and withdrawal planning, our goal is to make each client better off than they would be without our help. For more details on the services we provide, see our Individual Investor Services.

Corporate Retirement Plans: Each plan is custom-priced based on the services required and overall complexity of the retirement plan. The factors include plan and fund reviews, custom portfolios or other specialty investment needs, frequency and location of onsite employee enrollments, fiduciary services, and financial wellness programs. For more details on the services we provide, see our Retirement Plan Services.

Note: Pensionmark does not provide tax or legal advice.  Please seek independent advice from a tax or legal professional based on your individual circumstances.