Sharlee Cretors is a CFP-designated registered investment advisor at Avior Wealth Management, LLC, based in Scottsdale, AZ, with 22 years of industry experience. Sharlee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 4,385 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avior Wealth Management provides ongoing investment management services, continuously monitoring client accounts and making trades when necessary. Fees are negotiated between the financial professional and the client, not exceeding 2.0% annually, and are based on the amount of assets managed, the complexity of the portfolio, and the services provided. Fees are billed quarterly and monthly, in advance and in arrears, based on the market value of the assets. Some clients may effectively pay an annualized fee greater than 2.0% due to the minimum annual fee, if not waived. The firm utilizes sub-advisers and the client pays a sub-adviser fee based on assets they manage, in addition to a prime brokerage fee per transaction charged by the custodian.
Location
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sharlee is the owner and managing member of Optimized Business Transitions, LLC, which assists business owners with transition planning, dedicating a few hours per week. Sharlee is also a statutory agent for several entities owned by her mother-in-law, performing administrative tasks that require minimal time.
Employment History
Current Registrations
Avior Wealth Management, LLC
Previous Registrations
Tiger Eye Financial LLC
S.C. Financial Services, INC.
Contango Capital Advisors
Rowland Carmichael Advisors INC
S.C. Financial Services, INC.
State Registrations5 states
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