Robert Pearce is a CFP-designated registered investment advisor at Pennant Wealth Management LLC, based in Avon, OH, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 15 clients with $2M 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 $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. If PWM utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
Avon, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pennant Wealth Management LLC
Previous Registrations
Mercuri Asset Management, LLC
State Registrations2 states
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