Abram Shearer
Advisor at Strategent Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Strategent Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Harrisonburg, VA 22801
Credentials
CFP®, Series 65, Series 66
Industry experience
10 years
Abram Shearer is a CFP® professional with 10 years of experience in financial advising. He has been with Strategent Financial, LLC since 2015. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and estates. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost, globally diversified investments and tax efficiency, with an emphasis on higher-balance client relationships and a collaborative planning process.
Based on Strategent Financial, LLC
Based on Strategent Financial, LLC
Fixed annual fees may be offered for retirement plan advisory services, fees are negotiable
$0 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $6,000,000: 0.40% $6,000,001+: 0.30%
Financial planning billed at $250 per hour
Account minimum: $800,000 Minimum fee: Minimum annual fee of $10,000 for wealth management services; minimum annual fee of $5,000 for retirement plan advisory services Fee-only: Fee-only financial services; no commissions or other compensation accepted
185 Neff Avenue, Suite 102
Harrisonburg, VA 22801
Texas · Virginia
Strategent Financial, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
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They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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