Harry Pearson is a CFP-designated registered investment advisor at Oneascent Capital, based in Birmingham, AL, with 28 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 4 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAscent Capital manages several funds, each with its own fee structure:
- Flagship Fund: Investors pay a management fee of 1.0% of committed capital related to investments in other investment funds and an additional 1.0% on committed capital related to direct investments. After a 7.0% preferred return, investors pay a 10% performance-based fee on investments in other investment funds and a 20% performance-based fee on direct investments.
- Interval Fund: Investors pay a management fee of 1.5% of the value of the assets in the fund.
- Evergreen: Investors pay a management fee of 1% annually of the fair market value of its investments. Investors will also pay a 10% performance-based fee on the appreciation of their capital account during the year, but only if the net capital appreciation exceeds any net capital depreciation accumulated in prior years.
Location
23 Inverness Center Parkway, Suite 100, Birmingham, AL, 35242
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2012Other Business ActivitiesSells Insurance
Harry owns multiple real estate and development companies, and is a member of a management company for advisor office space. He also engages in independent insurance brokering with several companies and provides tax planning and preparation services.
Employment History
Current Registrations
Oneascent Capital
Oneascent Family Offices
Oneascent Wealth Management
Oneascent Financial Services LLC
Previous Registrations
Oneascent Family Office
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.