Zachary Allen is a CFA-designated registered investment advisor at Pension Consultants INC, based in Springfield, MO, with 1 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 89 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pension Consultants, Inc. offers RetireAdvisers® Retirement COMPLETE Services, where fees are calculated as a percentage of the value of your account(s). The fees are billed in advance each quarter.
For example, if you have up to $500,000 in assets, the annual fee is $6,500. If you have more than $500,000, the fee is calculated using a tiered schedule.
Location
300 South Campbell Ave., Springfield, MO, 65806
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pension Consultants INC
State Registrations1 state
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