Kurt Berry
Kurt Berry is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Elizabethton, TN, with 23 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning. Their firm serves 963 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
707 E Elk Ave, Ste 2, Elizabethton, TN, 37643
Get directionsHistory
Regulatory History (3)
Regulatory
June 2024Customer Dispute
November 2023Employment Separation After Allegations
July 2005Other Business ActivitiesSells Insurance
Kurt is the owner and financial health coach at Stillwater Financial, LLC. He sells life, disability, property & casualty, and health insurance, working with families to implement financial and insurance strategies, taking about half of his time.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
First Advisors National, LLC
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Regulus Advisors, LLCBroker
Regal Investment Advisors LLC
Wisconsin Financial Advisors, LLC
On Investment Management CO
The O.N. Equity Sales CompanyBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Edward JonesBroker
State Registrations5 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.