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Pension Solutions, Inc. Dba Adviseme! National Advisory Firm (Beachwood)


Pension Solutions, Inc. Dba Adviseme! National Advisory Firm is a large advisory firm based in Beachwood. It manages $77.22 million of regulatory assets for 741 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Florida, Illinois, and 5 other states.

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Pension Solutions, Inc. Dba Adviseme! National Advisory Firm provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pension Solutions, Inc. Dba Adviseme! National Advisory Firm: assets under management

The assets under management (AUM) of Pension Solutions, Inc. Dba Adviseme! National Advisory Firm is $77.22 million. The firm's AUM has grown by 97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.31 million in discretionary accounts and $30.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.41 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pension Solutions, Inc. Dba Adviseme! National Advisory Firm for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Beachwood

The principal office where Pension Solutions, Inc. Dba Adviseme! National Advisory Firm performs its advisory services is located at 3737 Park East Drive, Beachwood, OH 44122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-595-0800 or by fax 216-595-0825. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.pa401k.com.


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