Brian Pearson
Brian Pearson is a PFS-designated registered investment advisor at Amazz Investment Management, INC., based in Williamsville, NY, with 4 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 134 clients with $88M 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 may be reduced for larger client accounts or accounts where Amazz does not manage the entire account. Fees may also be reduced for clients using a mutual fund asset allocation program. Fees can be negotiated.
Fee Estimator
Location
5214 Main Street #200, Williamsville, NY, 14221
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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
Brian is a managing member of Valuation Advisors, LLC (business valuation services), Pearson Financial Services (tax services and financial counseling), Mergershark, LLC (merger/acquisition database), and Venture Capital, LLC (venture investments). He dedicates nearly full-time hours to Valuation Advisors, seasonal hours to Pearson Financial Services, varying hours to Mergershark, and minimal time to Venture Capital, LLC. None of these activities appear to be insurance related.
Employment History
Current Registrations
Amazz Investment Management, INC.
State Registrations1 state
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