How does the advisor help clients – Key Takeaways:
Fredrick Norman Pearson Jr. is a seasoned financial expert with years of experience in the industry. He specializes in providing valuable financial advice to individuals and businesses alike, helping them achieve their financial goals. He does not state himself as a financial expert, but his clients can attest to his expertise and knowledge in managing finances.
Facts and Insights:
Fredrick Norman Pearson Jr. has been in the financial industry for over 20 years, providing services in wealth management, retirement planning, and investment strategies. He takes a holistic approach to financial management, taking into account the unique needs and goals of each of his clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 20 years |
Financial Services Offered:
- Wealth Management
- Retirement Planning
- Investment Strategies
- Estate Planning
- Tax Planning
Client Types:
Fredrick Norman Pearson Jr. caters to a diverse clientele, including high net worth individuals, business owners, professionals, and retirees. He understands that each client has unique financial needs and tailors his services to meet their specific goals and objectives.
Fees & Compensation:
Fredrick Norman Pearson Jr. operates on a fee-only basis, meaning he is compensated solely by his clients and does not earn commissions from selling financial products. This ensures that his advice is unbiased and in the best interest of his clients. The fees are based on a percentage of assets under management and may vary depending on the services provided.
Background:
Fredrick Norman Pearson Jr. holds a bachelor’s degree in Finance from a reputable university and has completed several financial planning courses. He stays updated with the ever-changing financial landscape and continuously educates himself to provide the best possible advice to his clients.
Financial Advisor Disclosures to Know:
As a professional financial advisor, Fredrick Norman Pearson Jr. adheres to strict regulations and disclosures set by regulatory bodies. He ensures transparency and keeps his clients informed about any potential conflicts of interest or risks associated with their investments.