Sharon Giuffre is a CFA-designated registered investment advisor at Mtc Wealth Management, based in Tampa, FL, with 4 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $330M 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 | 0.25% |
| $250K+ | 0.20% |
This fee does not include additional fees that are charged by the platform provider to the platform participant for their services. The fee is considered non-negotiable.
Fee Estimator
Location
14055 Riveredge Dr. Suite 525, Tampa, FL, 33637
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 Activities
Sharon is VP, Senior Investment Officer for Members Trust Company, FSB and MTC Wealth Management, LLC since July 2021. She dedicates nearly full-time hours to investment research, analysis, and contributing to investment strategy for both firms.
Employment History
Current Registrations
Mtc Wealth Management
Previous Registrations
Frost Investment Advisors, LLC
State Registrations52 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.