Steve Pearson Capital Management LLC is a leading financial advisory firm that specializes in wealth management and investment services for high net worth individuals and families. With years of experience and a team of highly qualified advisors, they provide expert financial guidance to help clients achieve their long-term financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized investment strategies based on individual risk tolerance and goals
- Provides ongoing portfolio management and monitoring
- Offers comprehensive financial planning services to create a holistic strategy for financial success
- Utilizes cutting-edge technology to provide clients with real-time portfolio updates and performance tracking
Facts and Insights:
Steve Pearson Capital Management LLC has been in business for over 10 years and has established itself as a reputable and trustworthy financial advisor in the industry. They have a team of 5 advisors, each with their own areas of expertise, to provide clients with a well-rounded and comprehensive financial approach.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million+ | 5 | Over 10 years |
Financial Services Offered:
- Investment management
- Financial planning
- Tax planning
- Retirement planning
- Estate planning
Client Types:
- High net worth individuals
- Families
- Business owners
- Retirees
- Non-profit organizations
Fees & Compensation:
Steve Pearson Capital Management LLC follows a fee-only structure, which means they do not earn commissions on any products or services recommended to clients. This ensures that their advice is completely unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management and are competitive within the industry.
Background:
Steve Pearson, the founder and lead advisor of Steve Pearson Capital Management LLC, has over 20 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and an MBA in Investment Management. He has also earned several prestigious certifications, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations.
Financial Advisor Disclosures to Know:
Steve Pearson Capital Management LLC believes in full transparency and adheres to strict ethical standards. They have no regulatory actions or disciplinary disclosures and have a clean record with all regulatory bodies.