Pierson Wealth Management Fees & Minimum

Overview

Headquarters: Atlanta, GA
Total Firm Assets: $192 million
Average High-Net-Worth Client Portfolio Size: $1.7 million

Fee Disclosure

Source: FORM ADV PART 2A (2026-08-28) · View brochure text
Latest filing: WRAP FEE BROCHURE (2026-08-28) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$5,000,000	1.50%
$5,000,001	$10,000,000	1.00%
$10,000,001	$25,000,000	0.50%
$25,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$75,000	1.50%
$10 million	$125,000	1.25%
$50 million	$262,500	0.52%
$100 million	$387,500	0.39%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 68.55%
Number of High-Net-Worth Clients: 77
Total Client Accounts: 644
Discretionary Accounts: 644

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 293206

FORM ADV PART 2A (2026-08-28) (fee schedule source) · View brochure text
WRAP FEE BROCHURE (2026-08-28) · View brochure text

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

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