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 (1)
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Employment Separation After Allegations
July 2023
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Redhawk Wealth Advisors, INC.
July 2011 - July 2023 · 12 yrs
Newtown Wealth Management INC.
January 2010 - June 2011 · 1 yr 5 mos
Envision Investment Advisors, LLC
January 2009 - July 2009 · 6 mos
Envision Investment Advisors, LLC
January 2009 - December 2008 · 0 mos
Envision Investment Advisors, LLC
May 2008 - December 2008 · 7 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.