Shari Rash is a registered investment advisor at Gwa Wealth, based in Mt Pleasant, SC, with 17 years of industry experience. Shari operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.25% |
| $5M+ | 0.25% |
For retirement income planning and distribution, the annual fee is 1.25% on the first $1,000,000, 1.00% on the next $1,000,000, 0.75% on the next $1,000,000, 0.50% on the next $2,000,000, and 0.25% on amounts over $5,000,000.
Fee Estimator
Location
3003 Dunes West Blvd, #52, Mt Pleasant, SC, 29466
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
Shari is an Investment Advisor Representative for GWA Wealth and an advisory representative for CIRA. She is also an independent insurance agent for various companies, founder of Greenway Wealth Advisory and Money Chic LLC, author, and treasurer for Cario Middle School PTSO.
Employment History
Current Registrations
Gwa Wealth
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ftj Fundchoice, LLC
Cls Investments, LLC
Northern Lights Distributors, LLCBroker
Prudential Annuities Distributors, INCBroker
First Investors CorporationBroker
State Registrations1 state
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