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Ramona Pearson

Advisory Alpha, LLC
27 Years of Experience
Southfield, MI
1 DisclosureSells Insurance
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Ramona Pearson is a registered investment advisor at Advisory Alpha, LLC, based in Southfield, MI, with 27 years of industry experience. Ramona operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 13,831 clients with $4.4B in assets under management.

Advisory Alpha, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
13,831 clients
Average Client Portfolio
$316K average
Assets Under Management
$4.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.70%

Asset-based fees range from 0.10% to 1.70% depending on the services provided and are negotiable. Clients electing Direct Series model portfolios are assessed an additional 0.10% technology trading fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

17515 W. 9 Mile rd., Suite 1040-A, Southfield, MI, 48075

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History

Regulatory History (1)
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Regulatory
July 2012
Final
View Full SEC ReportHow to Read Disclosures
Other 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
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Planners Alliance
October 2018 - September 2020 · 1 yr 11 mos
H.D. Vest Advisory Services, INC
December 2010 - September 2018 · 7 yrs 9 mos
Hd Vest Investment ServicesBroker
August 1999 - September 2018 · 19 yrs 1 mo
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.
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