Steve Pearson is a registered investment advisor at Steve Pearson Capital Management LLC, based in Redmond, OR, with 13 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $5.7M 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 | 1.25% |
Accounts within the same household may be combined for a reduced fee. All fees are subject to negotiation.
Fee Estimator
Location
Redmond, OR
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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.
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Steve is self-employed in Redmond, OR, providing tax planning and preparation services since 2018. This activity takes about 10% of his time.
Employment History
Current Registrations
Steve Pearson Capital Management LLC
State Registrations2 states
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