Paige Pierce
Paige Pierce is a registered investment advisor at Pierce Wealth Partners, INC., based in Fort Worth, TX, with 38 years of industry experience. Paige is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 51 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pierce Wealth Partners charges annualized management fees based on a percentage of the value of the assets in your portfolio, billed quarterly in arrears. Specific fee amounts and wrap fee program structures are detailed in the separate Wrap Fee Brochure. Financial planning is included at no additional cost for clients who have $2,000,000 or more in investible assets managed by Pierce Wealth Partners.
Location
6300 Ridglea Place, Suite 508, Fort Worth, TX, 76116
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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 ActivitiesSells Insurance
Paige is the Owner, President, and CEO of Pierce Wealth Partners, Inc., a registered investment firm, and spends about a quarter of her time on it. She is also a licensed insurance agent for life, accident, health, and HMO products, dedicating a few hours per week to this activity, and is involved with several other companies in board member or consulting roles.
Employment History
Current Registrations
Pierce Wealth Partners, INC.
Bley Investment Group, INC.Broker
Previous Registrations
Stratos Wealth Advisors LLC
Mclaughlin Ryder Investments, INC.
Mclaughlin Ryder Investments, INC.Broker
Larimer Capital CorporationBroker
R.W. Smith & Associates, LLCBroker
Agincourt, LTD.Broker
R.W. Smith & Associates, INC.Broker
R.W. Smith & Associates, INC.Broker
Ross, Sinclaire & Associates, INC.Broker
Exchange Securities CORP.Broker
R.W. Smith & Associates, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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