Anthony Pearce
Anthony Pearce is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Essex, MD, with 22 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
414 Eastern Boulevard, Essex, MD, 21221
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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
Anthony owns Apollonia LLC, a non-investment related music band, dedicating minimal time to it. He also owns Pearce Properties LLC, an investment-related residential apartment and house rental business, and Anthony Pearce's Insurance Agency, where he services customers and supervises employees, taking about half of Anthony's time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
PFS Investments INC.Broker
Invest Financial CorporationBroker
Invest Financial CorporationBroker
Invest Financial CorporationBroker
Wachovia Securities, LLCBroker
Hornor, Townsend & Kent, INC.Broker
Advantage Capital CorporationBroker
State Registrations4 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.