Sharon Calhoun
Sharon Calhoun is a CFP, ChFC-designated registered investment advisor at Bluespring Wealth Management, LLC, based in Minneapolis, MN, with 12 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 3,250 clients with $5.4B 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 $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fee schedule reflects the Midwest regional platform. Other regional platforms and specific account types have separate fee schedules (e.g., River Valley region ranges from 1.00% down to 0.40%). Fees are negotiable.
Fee Estimator
Location
43 Main Street SE Suite 236, Minneapolis, MN, 55414
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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 works as an EMT since 2010. This activity is not investment-related and accounts for a minimal portion of her yearly compensation.
Employment History
Current Registrations
Vector Wealth Management
Previous Registrations
Vector Wealth Management, LLC
State Registrations2 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.
Exams
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