Advisor at Pension Partners, LLC
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Firm
Pension Partners, LLC
Location
San Juan, PR
Credentials
CFP®, Series 63
Industry experience
21 years
Edward Dempsey is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Pension Partners, LLC. He has worked at Purshe Kaplan Sterling Investments since 2006 and has been with Pension Partners since 1999. Pension Partners is an independent SEC-registered investment adviser providing discretionary portfolio management and pension consulting to pension plans, high-net-worth individuals, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of fundamental, technical, and charting analysis to implement long- and short-term strategies, focusing primarily on pension plans and higher-net-worth accounts.
Based on Pension Partners, LLC
1.00% - 2.00% (negotiable based on client and account factors)
Up to 15% of net profits, calculated quarterly in arrears using a high watermark methodology; applicable only for Qualified Clients.
Account minimum: $1,000,000 Fee-only: Portfolio Management Services fees based on 1.00% - 2.00% of assets under management, negotiable; Pension Consulting Services fees determined case-by-case and negotiated.
San Juan, PR
Puerto Rico
Purshe kaplan Sterling Investments
2006 - Present (20 years)
Pension Partners, LLC
1999 - Present (27 years)
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Other specialized services
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