Pierson Wealth Management
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Overview
Pierson Wealth Management is a financial advisor company located in Atlanta, Georgia. The firm administers $278.9 million in assets under management over 929 customer accounts, making it a mid-tier firm in the United States by assets under management (AUM). It has a small group, including 3 financial advisors. Pierson Wealth Management is not a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like stocks, options and bonds.
Pierson Wealth Management administers most of the company's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction decisions for the client's account without needing the client's authorization. The company also administers 12 non-discretionary accounts with a total of $20.2 million in assets under management. The firm's average account size is $300,262. The average advisor at Pierson Wealth Management administers about 310 client accounts.
The company's headquarters is located at 1380 W. Paces Ferry Road Nw, Atlanta, Georgia 30327. Pierson Wealth Management is legally permitted to serve customers across a number of states, including Alabama, Florida, Georgia, Illinois, Louisiana, North Carolina, South Carolina, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pierson Wealth Management by the Numbers
$278.9 million
3
929
$300.3 thousand
Fee Structure
Fees for financial advice typically depend on which services are provided. Fees billed by the firm typically consist of the following fee type: asset-based. The company does participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to retail investors, high net worth investors and corporations. Out of its 929 customers, Pierson Wealth Management's biggest client by number of accounts is retail investors, though it also serves 110 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers reside abroad.
- High-Net-Worth Individuals* - 31.7%
- Other Individuals - 66.28%
- Corporations - 2.02%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Pierson Wealth Management does not have any disclosures.
Please visit its Form ADV for more details.
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