Michael Pearson is a registered investment advisor at Balentine, based in Atlanta, GA, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 468 clients with $5.3B 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 $5.0M | 1.00% |
| $5.0M - $12.5M | 0.75% |
| $12.5M - $22.5M | 0.60% |
| $22.5M - $32.5M | 0.50% |
| $32.5M - $57.5M | 0.40% |
| $57.5M - $82.5M | 0.30% |
| $82.5M - $100.0M | 0.25% |
| $100.0M - $250.0M | 0.20% |
| $250M+ | 0.15% |
Balentine may consider clients below $5,000,000 with the following fee schedule: - First $2.5 Million: 1.25% - Next $2.5 Million: 0.75% Balentine offers a 20% discount to the above fee schedule for its not-for-profit clients.
Fee Estimator
Location
3344 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326
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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
Michael serves as a neutral member of a three-party arbitration panel for FINRA, resolving industry-related disputes. This takes minimal time.
Employment History
Current Registrations
Balentine
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Truist Advisory Services, INC.
Genspring Family Offices, LLC
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
Primerica Advisors
PFS Investments INC.Broker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
UBS Financial Services Incorporated of Puerto RicoBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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.