William Ginsburg is a registered investment advisor at Pierson Wealth Management, based in Atlanta, GA. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 403 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pierson Wealth Management's fees are individually negotiated and can be up to 2.0% annually. The fees are generally payable quarterly, in advance. Clients can participate in a wrap fee program, which includes brokerage expenses, custody services, and the management fee. Alternatively, clients can pay management fees separately from brokerage expenses and transaction costs. RFP Asset Management, a specialized strategy for qualified clients only, has a separate fee schedule or a performance-based fee option.
Location
1380 W. Paces Ferry Road Nw, Suite 2105, Atlanta, GA, 30327
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pierson Wealth Management
State Registrations1 state
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