Pearson Financial Services provides a comprehensive approach to financial planning, offering asset allocation and portfolio monitoring services. They gather financial information from clients to customize a portfolio allocation based on their goals and objectives. Pearson Financial offers an integrated process with a team to meet investment, tax, and estate planning needs. They monitor accounts periodically and do not make changes without prior consultation with the client.
Assets Under ManagementN/A
ClientsN/A
Advisors6
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Annual asset allocation/portfolio monitoring fee is based on an aggregate value of all accounts within the established household. Fees are negotiable and exceptions to the general fee schedule may be made under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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