Advisor Share Wealth Management, LLC
Assets Under Management
$185.2M
Number of Clients
963
Number of Advisors
34
Average Client AUM
$192K
AUM per Advisor
$5.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Advisor Share Wealth Management offers comprehensive asset management through a technology platform, portfolio management by selecting other advisers, and financial planning services. They also provide retirement plan asset management. Fees are negotiable and vary based on services and assets.
Fee Structure
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
Location
13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684