Brent Pearson is a registered investment advisor at Keychain Asset Management, based in Oregon City, OR. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable under certain circumstances, such as for larger accounts or family relationships where multiple accounts are managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Oregon City, OR
Get directionsHistory
Regulatory History (1)
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Criminal
October 1995Final Disposition
Employment History
Current Registrations
Keychain Asset Management
August 2025 - Present · 9 mos
State Registrations1 state
OR
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.