Advisor at Pension Maxima Investment Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
White Plains, NY
Credentials
Series 63, Series 65
Industry experience
2 years
Peter Yam is a financial advisor at Pension Maxima Investment Advisory, Inc. with two years of industry experience. He previously worked at OCBC Bank for eight years and was retired for three years before joining his current firm. Pension Maxima primarily serves pension, profit-sharing, and 401(k) plan sponsors and participants, as well as individual clients. The firm provides pension consulting, financial planning, model portfolio recommendations, and a manager-of-managers program, focusing mainly on non-discretionary advisory services and educational workshops for retirement plan participants.
Based on Pension Maxima Investment Advisory, Inc.
Based on Pension Maxima Investment Advisory, Inc.
Financial Planning fixed fees: Comprehensive Plan $2,000, Basic Financial/Retirement Plan $575, Social Security Analysis $175, Medical/Healthcare Planning $275, College Planning $275, Income Distribution $575, Charitable Giving/Estate Planning $1,200, Annual Updates $975; Pension Consulting One-time set-up fee $1,500; Model Portfolio one-time set-up fee (negotiable)
$0 - $200,000: 0.50% $200,001 - $350,000: 0.50% $350,001 - $600,000: 0.50% $600,001 - $1,000,000: 0.50% $1,000,001 - $5,000,000: 0.25%-0.50% $5,000,000+: Negotiable Under $100,000 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000 - $500,000: 1.10% $500,000 - $1,000,000: 1.00% Over $1,000,000+: 0.85% $0+: 1.0% (Model Portfolio Management)
Financial Planning: $200/hour; Consulting Services: $350 to $750/hour
Minimum fee: $500 minimum on Customized Platform asset management fees under $100,000 Fee-only: Financial Planning fixed fees from $175 to $2,000; hourly fee $200/hour; Consulting hourly fees $350-$750/hour; Set-up fee $1,500 one-time for Pension Consulting; one-time set-up fee for Model Portfolio Management (negotiable)
White Plains, NY
New York
Pension Maxima Investment Advisory, Inc.
2024 - Present (2 years)
Retired
2021 - 2024 (3 years)
Ocbc Bank
2013 - 2021 (8 years)
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Is active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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