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.
Firm
Advisor Share Wealth Management, LLC
Location
Port Angeles, WA
Credentials
Series 65
Industry experience
7 years
Fixed financial planning and consulting fees generally range from $500 to $25,000 depending on scope
$0+: Negotiable, generally 0.50% to 1.90% for Portfolio Management and Selection of Other Advisers $0+: Negotiable, generally 0.50% to 1.75% for Retirement Plan Asset Management Services $0+: 0.40% to 0.60% asset-based fee for Comprehensive Asset Management Technology Platform, plus $30 per advisory client Platform account fee
Commission-based compensation for insurance products sold by firm representatives acting as independent insurance agents
Hourly financial planning and consulting engagements available at $250 per hour
Account minimum: $25,000 Fee-only: Financial planning and consulting fees negotiable, generally $500 to $25,000 fixed fee or $250/hour hourly rate
GoldenCrest Consulting
2019 - Present (7 years)
Horter Investment Management
2016 - Present (10 years)
Tucker Asset Management LLC
2016 - 2016 (1 year)
Goldencrest Financial
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Port Angeles, WA
Edward Jones
CFP®, Series 63, Series 66
Port Angeles, WA
Edward Jones
Series 63, Series 66
Port Angeles, WA
Edward Jones
Series 63, Series 65, Series 66
Port Angeles, WA
EMP Wealth Management LLC
Series 63, Series 65
Port Angeles, WA
Upleft Asset Management
CFP®, Series 65, Series 66
Port Angeles, WA
Upleft Asset Management
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