Blair Schadler
Advisor at Advisor Share Wealth Management, 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 Advisor Share Wealth Management, 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
Vancouver, WA 98684
Credentials
Series 63, Series 65
Industry experience
11 years
Blair Schadler is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Peace Of Mind Wealth Management, Peace of Mind Planning LLC, and Horter Investment Management, LLC. Outside of his advisory role, Schadler is involved in Strategic Marketing Partners, where he assists financial advisors with marketing and resource support. Advisor Share Wealth Management serves individuals, professional investment advisers, and retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a web-based investment and practice management platform and focuses on selecting and overseeing third-party managers and model portfolios through quantitative and qualitative evaluations.
Based on Advisor Share Wealth Management, LLC
Based on Advisor Share Wealth Management, LLC
Financial planning fixed fees generally range from $500 to $25,000
$0+: Negotiable, generally 0.50% to 1.90% Not specified - Not specified: Platform asset-based fee ranging from 0.40% to 0.60% Not specified - Not specified: Retirement Plan Asset Management Services fees generally range from 0.50% to 1.75%, negotiable
Insurance commissions earned by firm representatives for insurance products
$250 per hour for financial planning and consulting engagements
Account minimum: $25,000 Fee-only: Financial planning fixed fees generally range from $500 to $25,000; hourly rate $250 per hour
13215 Se Mill Plain Blvd, Suite C8 321
Vancouver, WA 98684
Michigan
Peace Of Mind Wealth Management
2021 - Present (5 years)
Peace of Mind Planning LLC
2020 - Present (6 years)
Horter Investment Management, LLC
2014 - 2020 (6 years)
Schadler Financial
2011 - Present (15 years)
Strategic Marketing Partners
2011 - Present (15 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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