Pearson Asset Management Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,650,000
Clients
35
0% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
HighAverage account size
$161,429
About
Pearson Asset Management provides personalized, fee-only investment management and financial consultation to individuals and small businesses. The firm manages client assets on a discretionary basis and offers ongoing portfolio management, cash-flow and education-funding advice, special reports and limited-scope hourly or retainer engagements.
Portfolios are built using a strategic asset-allocation approach informed by fundamental, quantitative, technical and cyclical analysis and are globally diversified; clients may select a customized “Freedom Approach” or a regularly rebalanced “Basic Standard Approach.” Fees are charged primarily as a percentage of assets under management and billed quarterly, and trades are typically executed through discount brokerages without any commissions paid to the firm.
The principal, R. Scott Pearson, holds a Ph.D. in economics and is an active university finance professor who devotes significant time to teaching, research and academic presentations. The firm issues special reports, charts and other investor materials and — reflecting Dr. Pearson’s publishing and academic background (including prior work on the “Pearson Investment Letter”) — makes educational seminars, workshops and instructional materials available, a combination that is uncommon among solo independent advisors.
Client services
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Wealth management
Tax-loss harvesting
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$0 - $300,000: 1.5% annually (Freedom Approach) $300,000 - $1,000,000: 1.0% annually (Freedom Approach) $1,000,000 - $2,000,000: 0.9% annually (Freedom Approach) $2,000,000+: Negotiable (Freedom Approach) $0 - $300,000: 1.0% annually (Basic Standard Approach) $300,000 - $1,000,000: 0.8% annually (Basic Standard Approach) $1,000,000 - $2,000,000: 0.6% annually (Basic Standard Approach) $2,000,000+: Negotiable (Basic Standard Approach)
Normally $100 per hour, negotiable
Account minimum: $20,000 Fee-only: Hourly rate normally $100, negotiable
Main office location
Pearson Asset Management Company
West Palm Beach FL, United States
Number of offices
1
Most active in
Pearson Asset Management Company has reported serving >5 clients in these states in the last 12 months.
Florida · Ohio · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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