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CFP

Joshua Pearson

Blue Bell Private Wealth Management, LLC
9 Years of Experience
Blue Bell, PA
1 Disclosure
View SEC Summary
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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 811 clients with $1.1B in assets under management.

Blue Bell Private Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
811 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and vary by client, up to a maximum annual rate of 2.00%. Retirement plan accounts are capped at 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA, 19422-2322

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History

Regulatory History (1)
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Employment Separation After Allegations
August 2019
View Full SEC ReportHow to Read Disclosures
Other 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
February 2026 - Present · 8 mos
Previous Registrations
Vanguard Advisers, INC.
April 2022 - February 2026 · 3 yrs 10 mos
Vanguard Marketing CorporationBroker
April 2022 - February 2026 · 3 yrs 10 mos
Commonwealth Financial Network
November 2019 - May 2021 · 1 yr 6 mos
Commonwealth Financial NetworkBroker
November 2019 - May 2021 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2016 - August 2019 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2016 - August 2019 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2015 - February 2016 · 4 mos
State Registrations2 states
PATX
Advisor

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
No exam information available for this advisor.
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