Stuart Pierson
Stuart Pierson is a registered investment advisor at Piedmont Capital Asset Management LLC, based in Richmond, VA, with 21 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable within the 0.80% to 1.00% range. Cash and cash equivalents are included when calculating the firm's advisory fee.
Fee Estimator
Location
Richmond, VA
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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 →Other Business Activities
Stuart writes a weekly column and articles for the Fauquier Citizen newspaper, focusing on steeplechase races. This activity takes a few hours per week during the spring and fall.
Employment History
Current Registrations
Piedmont Capital Asset Management LLC
Previous Registrations
Wachovia Securities, LLC
Metlife Securities INC.
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.