Joshua Pearson
Joshua Pearson is a CFP-designated registered investment advisor at Blue Bell Private Wealth Management, LLC, based in Blue Bell, PA, with 9 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 806 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blue Bell's annual investment advisory fee is negotiable but does not exceed 2.00% of the total assets managed. The fee may include investment advisory services and financial planning/consulting services if requested. Blue Bell also manages retirement plan accounts for a fee not exceeding 1.00% of the assets.
Location
Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA, 19422-2322
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2019Other Business Activities
Joshua is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is not investment-related.
Employment History
Current Registrations
Blue Bell Private Wealth Management, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.