Pierson Wealth Management offers investment management and limited financial planning services to individuals, high net worth individuals, corporations, trusts, estates, charitable organizations, retirement plans, and retirement and pension plan participants. The firm develops a financial outline and investment plan for each client based on their financial circumstances, goals, and risk tolerance. Investment portfolios are managed on a discretionary or non-discretionary basis.
Fee Structure
Pierson Wealth Management's fees are individually negotiated and can be up to 2.0% annually. The fees are generally payable quarterly, in advance. Clients can participate in a wrap fee program, which includes brokerage expenses, custody services, and the management fee. Alternatively, clients can pay management fees separately from brokerage expenses and transaction costs. RFP Asset Management, a specialized strategy for qualified clients only, has a separate fee schedule or a performance-based fee option.