Dennis Pearlman
Dennis Pearlman is a registered investment advisor at Everhart Advisors, based in Fort Myers, FL, with 15 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,534 clients with $1.9B 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may vary among different clients.
Fee Estimator
Location
12140 Carissa Commerce Court, Suite 104, Fort Myers, FL, 33966
Get directionsHistory
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 ActivitiesSells Insurance
Dennis sells various insurance products, including group health, life, disability, and long-term care insurance, dedicating about a quarter of his time to this. He also serves as a trustee officer for the City of Fort Myers General Employees' Pension Plan Board of Trustees, spending minimal time per week in this role, and is a manager at Winning Dynamics, LLC, a non-securities related entity providing professional development, spending minimal time per week on this.
Employment History
Current Registrations
Everhart Advisors
Previous Registrations
Case Pearlman Retirement Plan Advisors, LLC
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.