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SB
SB

Sharon Bastide

Client 1st Advisory Group
41 Years of Experience
Dunedin, FL
View SEC Summary
View SEC Summary

Sharon Bastide is a registered investment advisor at Client 1st Advisory Group, based in Dunedin, FL, with 41 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 4 more. Their firm serves 353 clients with $510M in assets under management.

Client 1st Advisory Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
353 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$511.5M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Advisory fee ranges up to 1.50% and is based on aggregate value, account complexity, and investment strategies. Fees are negotiable.

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

963 Highland Avenue, Dunedin, FL, 34698

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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
Client 1st Advisory Group
December 2018 - Present · 7 yrs 10 mos
Previous Registrations
Transamerica Retirement Advisors, LLC
August 2015 - December 2016 · 1 yr 4 mos
Transamerica Investors Securities CorporationBroker
December 2008 - December 2016 · 8 yrs
Diversified Investors Securities CORP.Broker
October 2004 - August 2005 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1994 - November 2002 · 8 yrs 1 mo
Charles Schwab & CO., INC.Broker
November 1993 - December 1993 · 1 mo
A. G. Edwards & Sons, INC.Broker
April 1993 - August 1993 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - January 1993 · 14 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
November 1976 - September 1978 · 1 yr 10 mos
State Registrations1 state
FL
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.
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