Wayne Pierson is a CFA-designated registered investment advisor at Lone Peak Global Investors, LLC, based in Alpine, UT, with 16 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 152 clients with $600M 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 | 1.10% |
Fees are individually negotiated and range up to 1.10% of assets under management. Tiered fee schedules may apply in some cases. The firm reserves the right to charge lower fees or waive account minimums at its discretion.
Fee Estimator
Location
363 S. Main Street, Suite #101, Alpine, UT, 84004
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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.
Learn about disclosures →Other Business Activities
Wayne is the president of Acorn Investors, LLC, spending minimal time per month. He is also the board chair of M Fund, Inc. and serves on the investment committee of Cascade Pacific Council Boy Scouts of America, dedicating minimal time to each.
Employment History
Current Registrations
Lone Peak Global Investors, LLC
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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