Sharon Almeida
Sharon Almeida is a registered investment advisor at Private Client Services, LLC, based in Pleasonton, CA, with 38 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
5890 Stoneridge Dr, Suite 103, Pleasonton, CA, 94588
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
Sharon is an insurance agent selling fixed and traditional insurance products, dedicating minimal time to this activity. She is also involved in several other business activities, including owning Cents & Sensibility, Inc. (a financial planning business), being a partner at Duet Advisory Services LLC, and serving as treasurer for Willow Ridge Owners Association.
Employment History
Current Registrations
Private Client Services, LLCBroker
Duet Advisory Services LLC
Previous Registrations
Calton & Associates, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Cents & Sensibility
Fsc Securities Corporation
Fsc Securities CorporationBroker
CueBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Ur Financial, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations8 states
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.