Vanessa Pearson
Vanessa Pearson is a registered investment advisor at Integrated Wealth Concepts LLC, based in Huntington Beach, CA, with 12 years of industry experience. Vanessa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
16458 Bolsa Chica Street, Suite 545, Huntington Beach, CA, 92649
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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.
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Vanessa owns Pearson Advisory Services, LLC and Fix Your Money Mindset, dedicating most of her time to the former and a few hours per week to the latter, providing financial coaching and money relationship education. She also serves as Board Treasurer for Viet-CARE, a non-profit, spending minimal time on this role, and is an IAR for Integrated Wealth Concepts, LLC, spending nearly full-time hours on this role.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
Daniel Wealth Advisors
Morgan Stanley
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.