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Facts and Insights
How does the advisor help clients – Key Takeaways:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
Client Types:
Fees & Compensation:
Pearson Investment Management, LLC charges a competitive and transparent fee for their services. They do not receive any commissions or referral fees, ensuring unbiased and objective advice for their clients. Fees are based on a percentage of assets under management and are outlined in the client agreement.
Background:
Pearson Investment Management, LLC is a leading financial advisory firm with 15 years of experience in the industry. Their team of expert advisors has a wealth of knowledge and experience in providing personalized financial solutions to their clients. They pride themselves on their commitment to helping clients achieve their financial goals through sound investment strategies and financial planning.
Financial Advisor Disclosures to Know:
Pearson Investment Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in the best interest of their clients at all times. They have a clean record with no disciplinary actions or regulatory sanctions. Clients can trust in their integrity and professionalism when working with Pearson Investment Management, LLC.