CP
ChFC
CP
ChFC

Christian Pearson

20 Years of Experience
Riverview, FL

Christian Pearson is a ChFC-designated registered investment advisor at 4 Vertical, based in Riverview, FL, with 20 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 6 clients with $2.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$479K average
Assets Under Management
$2.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees may be negotiated by 4 Vertical at its sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Riverview, FL

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Christian is the CEO of Alafia Consulting LLC, a business development firm for startup companies. This activity takes minimal time.

Employment History
Current Registrations
4 Vertical
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Iliad Wealth Solutions
June 2022 - January 2023 · 7 mos
The Wealth Consulting Group
December 2016 - February 2019 · 2 yrs 2 mos
MML Investors Services, LLCBroker
July 2002 - December 2016 · 14 yrs 5 mos
State Registrations2 states
FLTX
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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