Pearson Asset Management offers investment management and advice through consultations. This includes determining financial objectives, identifying financial problems, cash flow management, education funding, and strategic solutions to meet retirement goals. Pearson Asset Management is a fee-only firm and does not sell commissioned products.
Assets Under Management$3.8M
Clients33
Advisors1
Avg. per Client$120K
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.90% |
Schedule shown is for the Freedom Approach. The Basic Standard Approach has lower fees: 1% under $300K, 0.8% from $300K-$1M, 0.6% from $1M-$2M. Fees are negotiable for accounts over $2 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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