Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a Client-by-Client basis.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets under management, determined on a client-by-client basis, not exceeding 2.25%. If a third-party money manager is used, clients will incur a separate fee charged by that manager. Financial planning and consulting fees are either flat ($500-$10,000) or hourly ($175-$250/hour). Flat fees can also be calculated as a percentage of assets under management (0.20%-0.50%).
Areas of Practice
Advisor Information
Office location
SPOKANE Valley, WA
Get directionsRegulatory History (4)
Regulatory
March 2017Employment Separation After Allegations
October 2015Customer Dispute
July 2006Employment Separation After Allegations
May 2002Other Business ActivitiesSells Insurance
Sharon is the owner/managing director of Herbst Wealth Management, a DBA for securities and insurance business, dedicating full-time hours. She also manages advisory accounts through TCFG Wealth Management and sells insurance products, including index annuities, through TCFG Insurance Solutions.