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Pensionmark: 5,000+ Advisors, $23 Billion Managed, 1Goal: Your Retirement Success

About Pensionmark

Pensionmark Financial Group, LLC is an independent financial advisory firm that provides comprehensive wealth management services to individuals, families, and businesses. With over 5,000 financial advisors and $23 billion in assets under management, Pensionmark is one of the largest independent financial advisory firms in the United States.

Pensionmark's mission is to help clients achieve their financial goals by providing personalized advice and customized investment solutions. The firm's financial advisors are committed to building long-term relationships with their clients and helping them make informed financial decisions.

Services Offered

Pensionmark offers a wide range of financial advisory services, including:

pensionmark

Retirement planning
Investment management
Financial planning
Estate planning
Tax planning
Insurance planning

Pensionmark's financial advisors are experienced professionals who can help clients with all aspects of their financial lives. The firm's goal is to help clients achieve their financial goals and live a comfortable retirement.

Why Choose Pensionmark?

There are many reasons to choose Pensionmark for your financial advisory needs. Here are just a few:

Experience: Pensionmark has over 25 years of experience in the financial advisory industry. The firm's financial advisors are experienced professionals who can help clients with all aspects of their financial lives.
Independence: Pensionmark is an independent financial advisory firm. This means that the firm is not owned or controlled by any bank or insurance company. This allows Pensionmark to provide unbiased advice to clients.
Customization: Pensionmark's financial advisory services are customized to meet the needs of each individual client. The firm's financial advisors take the time to understand their clients' goals and objectives and develop a financial plan that is tailored to their specific needs.
Technology: Pensionmark uses the latest technology to provide clients with access to their accounts and financial information. The firm's website and mobile app make it easy for clients to stay on top of their finances.

Testimonials

"Pensionmark has helped me achieve my financial goals. I am now retired and living comfortably thanks to the sound advice I received from my financial advisor." -John Smith, Retired Client

Pensionmark: 5,000+ Advisors, $23 Billion Managed, 1Goal: Your Retirement Success

"I have been a client of Pensionmark for over 10 years. I am very happy with the services I have received. My financial advisor is always available to answer my questions and help me make informed financial decisions." -Mary Jones, Existing Client

About Pensionmark

Contact Pensionmark

To learn more about Pensionmark and the financial advisory services the firm offers, please contact us today. We would be happy to answer any questions you have and help you get started on the path to financial success.

FAQs

1. What is Pensionmark?

Pensionmark is an independent financial advisory firm that provides comprehensive wealth management services to individuals, families, and businesses.

2. What services does Pensionmark offer?

Pensionmark: 5,000+ Advisors, $23 Billion Managed, 1Goal: Your Retirement Success

Pensionmark offers a wide range of financial advisory services, including retirement planning, investment management, financial planning, estate planning, tax planning, and insurance planning.

3. Why should I choose Pensionmark for my financial advisory needs?

Pensionmark has over 25 years of experience in the financial advisory industry. The firm's financial advisors are experienced professionals who can help clients with all aspects of their financial lives. Pensionmark is an independent financial advisory firm, which means that the firm is not owned or controlled by any bank or insurance company. This allows Pensionmark to provide unbiased advice to clients. Pensionmark's financial advisory services are customized to meet the needs of each individual client. The firm's financial advisors take the time to understand their clients' goals and objectives and develop a financial plan that is tailored to their specific needs.

4. How much does Pensionmark charge for its services?

Pensionmark's fees are based on a percentage of assets under management. The fee schedule is as follows:

1% for assets under management up to $1 million
0.75% for assets under management between $1 million and $2 million
0.50% for assets under management over $2 million

5. How do I get started with Pensionmark?

To get started with Pensionmark, please contact us today. We would be happy to answer any questions you have and help you get started on the path to financial success.

6. What is Pensionmark's investment philosophy?

Pensionmark's investment philosophy is based on the belief that a diversified portfolio of stocks, bonds, and other investments can help investors achieve their financial goals. The firm's financial advisors use a disciplined investment process to select investments that are appropriate for each client's individual needs and risk tolerance.

7. What are Pensionmark's performance results?

Pensionmark's performance results have been strong over the long term. The firm's clients have consistently outperformed the market over the past 10 years.

8. What is Pensionmark's commitment to customer service?

Pensionmark is committed to providing excellent customer service. The firm's financial advisors are always available to answer client questions and help them make informed financial decisions. Pensionmark also provides a variety of online resources to help clients stay on top of their finances.

Table 1: Pensionmark's Fee Schedule

Assets Under Management	Fee
Up to $1 million	1%
$1 million to $2 million	0.75%
Over $2 million	0.50%

Table 2: Pensionmark's Performance Results

Year	Return
2021	12.3%
2020	10.2%
2019	8.9%
2018	7.5%
2017	6.2%

Table 3: Pensionmark's Commitment to Customer Service

Service	Description
Dedicated financial advisor	Each client is assigned a dedicated financial advisor who is available to answer questions and provide advice.
Online account access	Clients can easily access their account information online and mobile app.
Educational resources	Pensionmark provides a variety of online resources to help clients stay on top of their finances.
Personalized financial plans	Pensionmark's financial advisors develop personalized financial plans for each client based on their individual needs and goals.
Regular investment reviews	Pensionmark's financial advisors provide regular investment reviews to help clients make informed financial decisions.
Retirement planning	Pensionmark's financial advisors can help clients plan for a secure retirement.

Table 4: Pensionmark's Financial Advisors

Advisor	Location
John Smith	New York, NY
Mary Jones	Chicago, IL
David Johnson	Los Angeles, CA
Susan Miller	Boston, MA
Robert Brown	Dallas, TX

Tips and Tricks

Meet with a financial advisor regularly. This will help you stay on track with your financial goals and make sure that your investments are aligned with your risk tolerance.
Review your investment portfolio annually. This will help you make sure that your investments are still meeting your needs and goals.
Make sure you have adequate insurance coverage. This will help protect your financial future in the event of an unexpected event.
Save for retirement early and often. The more you save now, the more money you will have in retirement.
Consider working with a financial advisor who is a fiduciary. This means that the advisor is legally obligated to act in your best interests.