Joel Pearson
Joel Pearson is a registered investment advisor at Pinnacle Family Advisors, LLC, based in Springfield, MO, with 22 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 917 clients with $370M 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 | 2.00% |
Maximum annual fee is 2.0% and is negotiable. AdvisorK retirement asset management is typically charged at 0.75% annually.
Fee Estimator
Location
620 W. Republic Road, Suite 104, Springfield, MO, 65807
Get directionsHistory
Regulatory History (3)
Judgment / Lien
April 2017Judgment / Lien
April 2016Customer Dispute
July 2010Other Business Activities
Joel serves on the Board of Directors for both the National Multiple Sclerosis Society Mid-America Chapter and the Developmental Center of the Ozarks. He spends a few hours per week on each role, helping each organization meet their goals and objectives.
Employment History
Current Registrations
Pinnacle Family Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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
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