Overview

Headquarters
Dennis, MA
Total Firm Assets
$885 million
Average High-Net-Worth Client Portfolio Size
$2.5 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: PEARSON FINANCIAL SERVICES DISCLOSURE BROCHURE (2026-08-17) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,500,000 1.00%
$2,500,001 $5,000,000 0.50%
$5,000,001 and above 0.25%

Stated Minimum Annual Fee: $1,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $37,500 0.75%
$10 million $50,000 0.50%
$50 million $150,000 0.30%
$100 million $275,000 0.28%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
79.10%
Number of High-Net-Worth Clients
275
Total Client Accounts
1,921
Discretionary Accounts
1,921

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
130143
  • PEARSON FINANCIAL SERVICES DISCLOSURE BROCHURE (2026-08-17) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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