Pearson Investment Management (PIM) offers investment management and financial planning services. Investment management can be discretionary (PIM makes trades without asking) or non-discretionary (PIM needs your approval for each trade). Financial planning includes creating comprehensive or limited plans, investment plans, and individual consultations. PIM may also use third-party money managers.
Assets Under Management$11M
Clients32
Advisors1
Avg. per Client$340K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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