Sharon Herbst
Sharon Herbst is a registered investment advisor at Tcfg Investment Advisors, LLC, based in SPOKANE Valley, WA, with 44 years of industry experience. Sharon 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. Their firm serves 2,334 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Each advisor sets their own independent schedule, up to a maximum of 2.25%. Fees are negotiable based on complexity, assets, and other factors.
Fee Estimator
Location
SPOKANE Valley, WA
Get directionsHistory
Regulatory History (4)
Regulatory
March 2017Employment Separation After Allegations
October 2015Customer Dispute
July 2006Employment Separation After Allegations
May 2002Other Business ActivitiesSells Insurance
Sharon is the owner/managing director of Herbst Wealth Management, a DBA for securities and insurance business, dedicating full-time hours. She also manages advisory accounts through TCFG Wealth Management and sells insurance products, including index annuities, through TCFG Insurance Solutions.
Employment History
Current Registrations
Tcfg Investment Advisors, LLC
Previous Registrations
Calton & Associates, INC.Broker
NFP Advisor Services, LLCBroker
Edward JonesBroker
Wealth Asset Managers
Nelson Securities,inc.Broker
Kidder, Peabody & CO. IncorporatedBroker
Tucker, Anthony & R. L. Day, INC.Broker
State Registrations20 states
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.