Pamela More
Pamela More is a registered investment advisor at Six Sigma Wealth Advisors, LLC, based in Scottsdale, AZ, with 41 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 9 clients with $5.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Six Sigma Wealth Advisors charges a percentage of your assets under management. The fee schedule varies depending on whether the account is subject to federal retirement plan rules (ERISA) or not.
For accounts NOT subject to ERISA:
- First $1M: 2.50% per year
- $1M - $5M: 1.50% per year
- $5M - $25M: 1.00% per year
- Over $25M: 0.50% per year
For accounts subject to ERISA:
- First $1M: 2.00% per year
- $1M - $5M: 1.50% per year
- $5M - $25M: 1.00% per year
- Over $25M: 0.50% per year
These fees are paid quarterly in advance. You may also incur charges from third parties, such as custodial fees and brokerage commissions. Six Sigma may invest your assets in mutual funds or exchange-traded funds, which have their own management fees.
Location
9375 East Shea Blvd., Suite 100, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Pamela owns Peanut's Place, a dog sitting and walking business, but spends no time on it. She also works as an agent selling health insurance for Decision Dynamics, dedicating minimal time to this activity.
Employment History
Current Registrations
Six Sigma Wealth Advisors, LLC
Previous Registrations
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLCBroker
Verus Capital Partners, LLC
Verus Capital Partners, LLC
Securities America, INC.Broker
Research Financial Strategies
LPL Financial LLC
LPL Financial LLCBroker
Painewebber IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Masten INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.