Pearson, Frederick, Norman JR.

Overview

Frederick Norman Pearson Jr. operates a sole-proprietorship advisory practice that provides discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and is structured to sell other financial products in addition to running managed portfolios. With a single-client footprint and a heavy allocation to cash and cash equivalents, the practice shows a conservative, liquidity-focused posture. The adviser is not positioned as a multi-state or institutional pension consultant, does not identify as an active ESG investor, and does not act as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices