Mark Pearson
Mark Pearson is a registered investment advisor at Nepsis, INC., based in Minneapolis, MN, with 19 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 590 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual advisory fee is up to 2.50% and is negotiable. Services are offered as a bundled fee program that includes trading costs. Additional custodian asset-based pricing fees apply ranging from 0.08% to 0.20%, along with a quarterly maintenance fee of $21.25 per account.
Fee Estimator
Location
Two Meridian Crossings, Suite 400, Minneapolis, MN, 55423
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Other Business ActivitiesSells Insurance
Mark is the CEO of Sky3D Atiken Holdings LLC, Sparky12 LLC, Nepsis Insurance Services LLC, and MJP Resources LLC. He spends minimal time on each of these activities, which include holding passive investments and operating an insurance agency.
Employment History
Current Registrations
Nepsis, INC.
Previous Registrations
Qa3 Financial LLC
State Registrations2 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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