Jon Pearlman
Jon Pearlman is a registered investment advisor at Brookfield Management Group, LLC, based in Upper Saddle River, NJ, with 1 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookfield Management Group charges a performance-based fee equal to 50% of net profits, which includes profits from sales of new issues after deducting expenses. Net profits are subject to a "high water mark" to ensure any net losses are recaptured before a performance fee is paid. Clients may establish a separate custodial account to hold a "holdback" for recoupment of future net losses.
Location
Upper Saddle River, NJ
Get directionsHistory
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
Jon is a member of JPCO, LLC, a business consulting firm, since 2006. He spends about 10-20% of his time consulting business owners and other professionals on business, operations, and technologies.
Employment History
Current Registrations
Brookfield Management Group, LLC
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.