Joel Pearson
Joel Pearson is a registered investment advisor at Pinnacle Family Advisors, LLC, based in Springfield, MO, with 21 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 952 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Family Advisors offers asset management services where the fee is based on a percentage of the assets managed, with a maximum annual fee of 2.0%. The fee is negotiable and billed quarterly in advance. Pinnacle also manages 401k assets through AdvisorK, charging 0.75% of the assets managed, billed quarterly in advance.
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.