Robert Pierson is a CFP-designated registered investment advisor at Pierson Wealth Management, based in Atlanta, GA, with 41 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 403 clients with $360M in assets under management.
Pierson Wealth Management's fees are individually negotiated and can be up to 2.0% annually. The fees are generally payable quarterly, in advance. Clients can participate in a wrap fee program, which includes brokerage expenses, custody services, and the management fee. Alternatively, clients can pay management fees separately from brokerage expenses and transaction costs. RFP Asset Management, a specialized strategy for qualified clients only, has a separate fee schedule or a performance-based fee option.
1380 W. Paces Ferry Road Nw, Suite 2105, Atlanta, GA, 30327
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Learn about disclosures →Robert is the CEO of Pierson Farm, a farming business, since 2007. He dedicates minimal time to this activity.
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