Sharon Consoli
Sharon Consoli is a registered investment advisor at Rpg Family Wealth Advisory, LLC, based in Liberty Hill, TX, with 10 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 600 clients with $700M 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 | 0.75% |
Management fees are up to 0.75% per annum based on assets under management and may be negotiable in certain circumstances.
Fee Estimator
Location
2655 Ranch Road 1869, #103, Liberty Hill, TX, 78642
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2023Other Business ActivitiesSells Insurance
Sharon is an employee of Freedom Financial LLC, a marketing entity for fixed and insurance products, dedicating about 10-20% of her time. She is also an insurance agent selling life, accident, and health insurance, and serves as the treasurer on the board of directors for the Liberty Hill Voters Association.
Employment History
Current Registrations
Rpg Family Wealth Advisory, LLC
Previous Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Transamerica Financial Advisors, INCBroker
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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