Pearson, Frederick, Norman JR.

Fee-Only (% of Portfolio)

Frederick N. Pearson, Jr. is an investment advisor managing IRA accounts for individuals. He uses both income and growth strategies, primarily focusing on dividend-paying stocks for income and supplementing with growth stocks. Clients give him the authority to make trades without asking first. As of April 2, 2013, he manages about $75,700.

Assets Under Management$67K
Clients1
Advisors1
Avg. per Client$67K
Avg. per Advisor$67K

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are non-negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm