Jeffrey Alan Bettermann

Advisor Share Wealth Management, LLC

20 Years of Experience

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Firm Information

Advisor Share Wealth Management, LLC

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.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

Dade City, FL

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Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

October 2019

Final

Customer Dispute

July 2008

Denied

Employment Separation After Allegations

March 2005

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Other Business ActivitiesSells Insurance

Jeffrey is the owner and an independent insurance agent at Thorngate Financial. He dedicates about half of his time to this business, including 4 hours per day during trading hours.