Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
34 advisors
Number of Clients
963 clients
Average Client Portfolio
$192K average
Assets Under Management
$185.2M

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$500 - $25,000
Hourly Rate:$250/hr

Fees for the technology platform range from 0.40% to 0.60% annually, plus a $30 platform fee per account. Portfolio management fees range from 0.50% to 1.90% of assets under management and are negotiable. Retirement plan asset management fees range from 0.50% to 1.75% and are also negotiable. Financial planning fees range from $500 to $25,000 on a fixed fee basis, or $250 per hour.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Advisor Share Wealth Management, LLC
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Sequent Planning, LLC
December 2020 - July 2024 · 3 yrs 7 mos
Somerset Cpas, P.C.
September 2003 - December 2014 · 11 yrs 3 mos
Intersecurities, INC.
January 1999 - April 2008 · 9 yrs 3 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.