Kurt Allen Berry

Advisor Share Wealth Management, LLC

23 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

707 E Elk Ave, Ste 2, Elizabethton, TN, 37643

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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.

Regulatory

June 2024

Final

Customer Dispute

November 2023

Pending

Employment Separation After Allegations

July 2005

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Kurt is the owner and financial health coach at Stillwater Financial, LLC. He sells life, disability, property & casualty, and health insurance, working with families to implement financial and insurance strategies, taking about half of his time.