Sarah Blackshear
Sarah Blackshear is a registered investment advisor at Prime Capital Financial, based in Flower Mound, TX, with 9 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B 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 | 1.50% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.
Fee Estimator
Location
777 International Parkway, Ste. 180, Flower Mound, TX, 75022
Get directionsHistory
Regulatory History (1)
Criminal
March 2003Other Business ActivitiesSells Insurance
Sarah is an insurance agent selling fixed-insurance products through Prime Capital Risk Management since 2021. This activity takes a few hours per week, including time spent during trading hours.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Private Client Services, LLCBroker
Cambridge Investment Research, INC.Broker
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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