Steve Pearson Capital Management LLC (SPCM) provides investment management services to individuals and charitable organizations. SPCM offers discretionary portfolio management and asset allocation/portfolio monitoring. SPCM does not sell commissioned products and does not act as a custodian. Client situations are reviewed to discuss risk tolerance, time horizon, and financial objectives. Other professionals may be engaged by the client as needed.
Assets Under Management$5.7M
Clients7
Advisors1
Avg. per Client$810K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Accounts within the same household may be combined for a reduced fee. All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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