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Elizabeth Sturgeon

Wealth Advisory Solutions, LLC
25 Years of Experience
Brownsburg, IN
View SEC Summary
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Elizabeth Sturgeon is a registered investment advisor at Wealth Advisory Solutions, LLC, based in Brownsburg, IN, with 25 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 684 clients with $600M in assets under management.

Wealth Advisory Solutions, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
684 clients
Average Client Portfolio
$876K average
Assets Under Management
$599.1M

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Annual fee of up to 2.25% of assets under management. Fees are negotiable based on factors such as portfolio size, expected future assets, and account composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7230 Arbuckle Commons, Suite 233, Brownsburg, IN, 46112

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Elizabeth is the President and a board member of Heath Farms Inc., an agricultural business. She spends minimal time on this activity.

Employment History
Current Registrations
Wealth Advisory Solutions, LLC
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Morgan Stanley
June 2009 - August 2017 · 8 yrs 2 mos
Morgan StanleyBroker
June 2009 - August 2017 · 8 yrs 2 mos
Citigroup Global Markets INC.
May 2007 - June 2009 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
December 2002 - June 2009 · 6 yrs 6 mos
UBS Painewebber INC.Broker
March 2001 - December 2002 · 1 yr 9 mos
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.
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