Case Pearlman Retirement Plan Advisors, LLC is a pension cosultant based in Fort Myers. It manages $375.5 million of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Florida, North Carolina, and Texas.
Case Pearlman Retirement Plan Advisors provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Case Pearlman Retirement Plan Advisors, LLC is $375.5 million. The firm's AUM has grown by 85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Case Pearlman Retirement Plan Advisors, LLC for their services and products based on a percentage of assets under management. 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.
The only and largest group of clients of Case Pearlman Retirement Plan Advisors is pension and profit sharing plans with 54 clients and $375.5 million of assets under management. Among the 6 most similar advisory firms, Case Pearlman Retirement Plan Advisors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $375.5 million for 54 clients. None of the firm’s clients are foreign persons or businesses.
Case Pearlman Retirement Plan Advisors doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Case Pearlman Retirement Plan Advisors, LLC performs its advisory services is located at 12140 Carissa Commerce Court, Fort Myers, FL 33966, 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 239-482-8002 or by fax 239-482-8243. The normal business hours are 8:30am to 4:30pm on Monday - Friday. You can find more information about the New York firm at casepearlman.com.