Advisor Share Wealth Management, LLC

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Total assets under management

$185,181,144

Total clients

963

2% high-net worth

Total advisors

of 38 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$192,296

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Comprehensive asset management platform provider

Fee options

Fixed

Fixed financial planning and consulting fees generally range from $500 to $25,000 depending on scope

Percentage

$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

Commissions

Commission-based compensation for insurance products sold by firm representatives acting as independent insurance agents

Project-based

Hourly financial planning and consulting engagements available at $250 per hour

Other

Account minimum: $25,000 Fee-only: Financial planning and consulting fees negotiable, generally $500 to $25,000 fixed fee or $250/hour hourly rate

Disclosures

Main office location

Advisor Share Wealth Management, LLC

13215 Se Mill Plain Blvd, Suite C8 321

Vancouver WA 98684, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 866-232-3251

Advisors at this firm

Stephen H

Series 63, Series 65

Florence, KY

Advisor Share Wealth Management, LLC

Donald H

Series 63, Series 65

Renton, WA

Advisor Share Wealth Management, LLC

Richard K

Series 65

Morton, IL

Advisor Share Wealth Management, LLC

Matthew B

Series 65

Vancouver, WA

Advisor Share Wealth Management, LLC

Donald C

Series 63, Series 65

Rochester, IN

Advisor Share Wealth Management, LLC

Kurt B

Series 63, Series 65

Vancouver, WA

Advisor Share Wealth Management, LLC

Michael N

Series 63, Series 66

Saint Louis, MO

Advisor Share Wealth Management, LLC

Bryan R

Series 63, Series 65

Indinapolis, IN

Advisor Share Wealth Management, LLC

Veronica O

CFP®, Series 66

Westlake Village, CA

Advisor Share Wealth Management, LLC

James W

CFP®, Series 63

Westlake Village, CA

Advisor Share Wealth Management, LLC

Walter W

Series 63, Series 65

Vancouver, WA

Advisor Share Wealth Management, LLC

Shaun V

Series 63, Series 65

Vancouver, WA

Advisor Share Wealth Management, LLC

Gary S

Series 65

San Rafael, CA

Advisor Share Wealth Management, LLC

Clifford C

CFP®, ChFC®, Series 65

Fleming Island, FL

Advisor Share Wealth Management, LLC

David M

Series 65

Tumwater, WA

Advisor Share Wealth Management, LLC

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Call (201) 292-4557

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