Ramona Pearson
Ramona Pearson is a registered investment advisor at Advisory Alpha, LLC, based in Farmington Hills, MI, with 26 years of industry experience. Ramona operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 13,126 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory Alpha charges a percentage of your portfolio each year, ranging from 0.10% to 1.70%, depending on the services provided. The fees are negotiable depending on your needs and the complexity of your situation. Fees are generally paid quarterly. Some investment advisor representatives may choose to include a minimum annual fee as a condition for starting and maintaining a relationship.
Location
Farmington Hills, MI
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Regulatory History (1)
Regulatory
July 2012Other Business ActivitiesSells Insurance
Ramona is involved in several business activities, including outsourcing CFO services as a Principal at Business Office Consultants, LLC, working as an insurance agent at The Pearson Group, LLC (DBA Healthy Wealthy Wise, LLC), running her CPA firm, Ramona H. Pearson, CPA, P.C., and serving as a Board Member for Wedgewood Homeowners Association. Several of these activities take about a quarter of Ramona's time each.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
Planners Alliance
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
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.