Sharon Stanton is a registered investment advisor at Sfc Financial LLC, based in St. Louis, MO, with 17 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 78 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be lowered for larger accounts at the firm's discretion. Management can also be structured as a fixed annual fee typically ranging from $10,000 to $20,000 based on complexity.
Fee Estimator
Location
3890 South Lindberg Blvd., Suite 210, St. Louis, MO, 63127
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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 →Employment History
Current Registrations
Sfc Financial LLC
State Registrations1 state
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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