Connie Pearson is a registered investment advisor at Values First Advisors, INC., based in De Soto, KS, with 16 years of industry experience. Connie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 967 clients with $220M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Primary schedule represents Schwab custodial accounts. Accounts held at Goldman Sachs Custody Solutions have separate allocation fees ranging from 0.40% to 1.25% plus sub-advisory and custodial fees. A $100 monthly minimum fee applies.
Fee Estimator
Location
De Soto, KS
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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 →Employment History
Current Registrations
Values First Advisors, INC.
State Registrations2 states
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