Sharon Abbey
Sharon Abbey is a registered investment advisor at Xml Financial Group, based in Bethesda, MD, with 24 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 4,185 clients with $3B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.60% |
| $7.0M - $8.0M | 0.50% |
| $8.0M - $9.0M | 0.40% |
| $9.0M - $10.0M | 0.30% |
| $10.0M - $11.0M | 0.20% |
| $11.0M - $12.0M | 0.20% |
| $12.0M - $13.0M | 0.20% |
| $13.0M - $14.0M | 0.20% |
| $14.0M - $15.0M | 0.20% |
| $15M+ | Included |
Fees above $15,000,000 are negotiable.
Fee Estimator
Location
6901 Rockledge Drive, Suite 730, Bethesda, MD, 20817
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 a half shareholder and signor on the business checking account for Abbey Excavating, her spouse's company, dedicating minimal time. She is also an insurance producer agent since 2002, spending a few hours per week on this activity.
Employment History
Current Registrations
Xml Financial Group
Xml Securities
Xml SecuritiesBroker
Previous Registrations
Lara, May & Associates, LLC
Lara, Shull & May, LTD.
Lara, Shull & May, LTDBroker
Raymond James Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Veravest Investments, INC.Broker
State Registrations28 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.