Richard Pearson
Richard Pearson is a registered investment advisor at Pearson Asset Management Company, based in West Palm Beach, FL, with 21 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 33 clients with $3.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.90% |
Schedule shown is for the Freedom Approach. The Basic Standard Approach has lower fees: 1% under $300K, 0.8% from $300K-$1M, 0.6% from $1M-$2M. Fees are negotiable for accounts over $2 million.
Fee Estimator
Location
West Palm Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is an Associate Professor of Finance at Palm Beach Atlantic University, teaching finance and related business topics. He also conducts academic research, makes presentations, and develops online teaching materials.
Employment History
Current Registrations
Pearson Asset Management Company
State Registrations3 states
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