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Troy Short

1 Year of Experience
Show Low, AZ

Troy Short is a registered investment advisor at Arizona Wealth Strategies LLC, based in Show Low, AZ, with 1 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 21 clients with $19M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$914K average
Assets Under Management
$19.2M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $1000K1.00%
$1.0M - $5.0M0.75%
$5M+0.45%

The annual fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Show Low, AZ

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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
Arizona Wealth Strategies LLC
August 2025 - Present · 9 mos
Previous Registrations
Attessa Capital LLC
January 2024 - September 2024 · 8 mos
Harrison Wealth Management
June 2023 - September 2024 · 1 yr 3 mos
State Registrations1 state
AZ
Advisor

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
No exam information available for this advisor.
Troy Short - Financial Advisor | TrueAdvisor