Brian Pierson is a CFP-designated registered investment advisor at Aerie Advisory Group LLC, based in Gig Harbor, WA, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management. Their firm serves 11 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are generally negotiable.
Fee Estimator
Location
3025 Harborview Drive, Gig Harbor, WA, 98335
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is the founder of Integrated Wealth Platform, Inc, a reporting software for families and their advisors. He does not receive commissions and the software does not give investment advice.
Employment History
Current Registrations
Aerie Advisory Group LLC
Previous Registrations
Presidio Capital Advisors LLC
Convergent Wealth Advisors, LLC
Lydian Wealth Management Company, LLC
State Registrations1 state
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