Connie Pearson is a registered investment advisor at Values First Advisors, INC., based in De Soto, KS, with 15 years of industry experience. Connie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 2 more. Their firm serves 1,006 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Values First Advisors charges a fee based on the value of your portfolio. The fee is calculated either on the value of the account at the end of the month or on the average daily balance of the account. The specific fee depends on where your account is held:
Accounts at Schwab or Other Custodian:
- Less than $500,000: 1.75% per year
- $500,000 - $999,999: 1.50% per year
Accounts at Goldman Sachs Custody Solutions (GSCS):
- Less Than $500,000: 1.25% per year
- $500,001 - $999,999: 1.00% per year
- Greater Than $1,000,000: 0.70% per year
There is a minimum monthly fee of $100. Accounts held at GSCS may also be charged sub-advisory fees and custodial fees.
Location
De Soto, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Values First Advisors, INC.
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.