AS
CFP
AS
CFP

Abram Joshua Shearer

10 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
133 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$297.4M

Fee Structure

Minimum Investment:$800K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5.0M - $6.0M0.40%
$6M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Location

185 Neff Avenue, Suite 102, Harrisonburg, VA, 22801

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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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Employment History
Current Registrations
Strategent Financial, LLC
December 2015 - Present · 10 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.
July 2010 - January 2011 · 6 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.
Abram Joshua Shearer - Financial Advisor | TrueAdvisor